JGC
J. Goldman & Co’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-307,624
| Closed | -$26.6M | – | 324 |
|
|
2022
Q1 | $26.6M | Buy |
+307,624
| New | +$26.6M | 1.21% | 7 |
|
|
2021
Q4 | – | Sell |
-120,121
| Closed | -$8.41M | – | 316 |
|
|
2021
Q3 | $8.41M | Buy |
120,121
+117,544
| +4,561% | +$8.23M | 0.42% | 39 |
|
|
2021
Q2 | $221K | Buy |
+2,577
| New | +$221K | 0.01% | 285 |
|