KRS Capital Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,651
| Closed | -$217K | – | 118 |
|
|
2024
Q3 | $217K | Sell |
1,651
-586
| -26% | -$77K | 0.16% | 109 |
|
|
2024
Q2 | $316K | Buy |
2,237
+449
| +25% | +$63.4K | 0.24% | 85 |
|
|
2024
Q1 | $292K | Buy |
1,788
+7
| +0.4% | +$1.14K | 0.24% | 93 |
|
|
2023
Q4 | $237K | Buy |
+1,781
| New | +$237K | 0.22% | 103 |
|
|
2022
Q1 | – | Sell |
-994
| Closed | -$72K | – | 293 |
|
|
2021
Q4 | $72K | Buy |
+994
| New | +$72K | 0.06% | 205 |
|