Lake Street Advisors Group’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $368K | Buy |
|
|||||
|
2024
Q3 | $410K | Sell |
|
|||||
|
2024
Q2 | $449K | Sell |
|
|||||
|
2024
Q1 | $527K | Sell |
|
|||||
|
2023
Q4 | $439K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $324K | Buy |
|
|||||
|
2019
Q3 | $249K | Buy |
|
|||||
|
2019
Q2 | $203K | Buy |
|
|||||
|
2019
Q1 | $200K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $299K | Sell |
|
|||||
|
2018
Q1 | $262K | Buy |
|
|||||
|
2017
Q4 | $266K | Buy |
|