Lake Street Private Wealth’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 |
-7,879
| Closed | -$1.11M | – | 310 |
|
|
2024
Q2 | $1.11M | Buy |
7,879
+1,340
| +20% | +$189K | 0.14% | 136 |
|
|
2024
Q1 | $1.07M | Sell |
6,539
-784
| -11% | -$128K | 0.15% | 140 |
|
|
2023
Q4 | $975K | Buy |
+7,323
| New | +$975K | 0.15% | 134 |
|
|
2022
Q4 | – | Sell |
-2,763
| Closed | -$223K | – | 296 |
|
|
2022
Q3 | $223K | Buy |
2,763
+1
| +0% | +$81 | 0.05% | 244 |
|
|
2022
Q2 | $226K | Buy |
+2,762
| New | +$226K | 0.05% | 258 |
|