Lake Street Advisors Group’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 | $368K | Buy |
3,227
+106
| +3% | +$12.1K | 0.02% | 394 |
|
|
2024
Q3 | $410K | Sell |
3,121
-58
| -2% | -$7.63K | 0.02% | 372 |
|
|
2024
Q2 | $449K | Sell |
3,179
-49
| -2% | -$6.92K | 0.02% | 348 |
|
|
2024
Q1 | $527K | Sell |
3,228
-66
| -2% | -$10.8K | 0.02% | 332 |
|
|
2023
Q4 | $439K | Buy |
+3,294
| New | +$439K | 0.02% | 349 |
|
|
2020
Q1 | – | Sell |
-2,912
| Closed | -$324K | – | 277 |
|
|
2019
Q4 | $324K | Buy |
2,912
+304
| +12% | +$33.8K | 0.03% | 177 |
|
|
2019
Q3 | $249K | Buy |
2,608
+442
| +20% | +$42.2K | 0.03% | 184 |
|
|
2019
Q2 | $203K | Buy |
2,166
+62
| +3% | +$5.81K | 0.02% | 213 |
|
|
2019
Q1 | $200K | Buy |
+2,104
| New | +$200K | 0.02% | 219 |
|
|
2018
Q3 | – | Sell |
-2,665
| Closed | -$299K | – | 290 |
|
|
2018
Q2 | $299K | Sell |
2,665
-62
| -2% | -$6.96K | 0.03% | 224 |
|
|
2018
Q1 | $262K | Buy |
2,727
+96
| +4% | +$9.22K | 0.03% | 238 |
|
|
2017
Q4 | $266K | Buy |
+2,631
| New | +$266K | 0.03% | 247 |
|