Kelly Financial Services’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-637
| Closed | -$90K | – | 595 |
|
|
2024
Q2 | $90K | Buy |
637
+115
| +22% | +$16.2K | 0.03% | 167 |
|
|
2024
Q1 | $85.3K | Buy |
522
+2
| +0.4% | +$327 | 0.03% | 165 |
|
|
2023
Q4 | $69.2K | Buy |
520
+123
| +31% | +$16.4K | 0.03% | 171 |
|
|
2023
Q3 | $47.7K | Buy |
397
+14
| +4% | +$1.68K | 0.02% | 190 |
|
|
2023
Q2 | $36.5K | Buy |
383
+228
| +147% | +$21.7K | 0.02% | 225 |
|
|
2023
Q1 | $15.7K | Buy |
155
+86
| +125% | +$8.71K | 0.01% | 296 |
|
|
2022
Q4 | $7.18K | Hold |
69
| – | – | ﹤0.01% | 362 |
|
|
2022
Q3 | $5.57K | Hold |
69
| – | – | ﹤0.01% | 386 |
|
|
2022
Q2 | $5.66K | Hold |
69
| – | – | ﹤0.01% | 387 |
|
|
2022
Q1 | $5.96K | Hold |
69
| – | – | ﹤0.01% | 406 |
|
|
2021
Q4 | $5K | Hold |
69
| – | – | ﹤0.01% | 443 |
|
|
2021
Q3 | $4.83K | Sell |
69
-5,853
| -99% | -$410K | ﹤0.01% | 420 |
|
|
2021
Q2 | $69K | Buy |
5,922
+5,797
| +4,638% | +$67.5K | ﹤0.01% | 424 |
|
|
2021
Q1 | $10.2K | Hold |
125
| – | – | 0.01% | 299 |
|
|
2020
Q4 | $8.74K | Hold |
125
| – | – | 0.01% | 293 |
|
|
2020
Q3 | $6.48K | Hold |
125
| – | – | ﹤0.01% | 300 |
|
|
2020
Q2 | $8.99K | Hold |
125
| – | – | 0.01% | 259 |
|
|
2020
Q1 | $6.71K | Hold |
125
| – | – | 0.01% | 263 |
|
|
2019
Q4 | $13.9K | Hold |
125
| – | – | 0.01% | 198 |
|
|
2019
Q3 | $12.8K | Hold |
125
| – | – | 0.01% | 197 |
|
|
2019
Q2 | $11.7K | Hold |
125
| – | – | 0.01% | 206 |
|
|
2019
Q1 | $11.9K | Buy |
+125
| New | +$11.9K | 0.01% | 204 |
|