KIA
KLR Investment Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $604K | Sell |
3,845
-617
| -14% | -$96.9K | 0.44% | 55 |
|
|
2023
Q4 | $594K | Buy |
4,462
+414
| +10% | +$55.1K | 0.43% | 58 |
|
|
2023
Q3 | $410K | Sell |
4,048
-393
| -9% | -$39.8K | 0.37% | 82 |
|
|
2023
Q2 | $424K | Buy |
4,441
+161
| +4% | +$15.4K | 0.35% | 90 |
|
|
2023
Q1 | $434K | Sell |
4,280
-892
| -17% | -$90.4K | 0.38% | 81 |
|
|
2022
Q4 | $538K | Buy |
+5,172
| New | +$538K | 0.44% | 61 |
|