LA
Legacy Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,597
| Closed | -$210K | – | 425 |
|
|
2024
Q3 | $210K | Buy |
+1,597
| New | +$210K | 0.02% | 361 |
|
|
2024
Q2 | – | Sell |
-1,252
| Closed | -$205K | – | 337 |
|
|
2024
Q1 | $205K | Sell |
1,252
-523
| -29% | -$85.4K | 0.03% | 301 |
|
|
2023
Q4 | $236K | Buy |
+1,775
| New | +$236K | 0.03% | 273 |
|
|
2020
Q1 | – | Sell |
-2,485
| Closed | -$277K | – | 127 |
|
|
2019
Q4 | $277K | Buy |
2,485
+180
| +8% | +$20.1K | 0.18% | 108 |
|
|
2019
Q3 | $236K | Hold |
2,305
| – | – | 0.18% | 98 |
|
|
2019
Q2 | $216K | Sell |
2,305
-2,305
| -50% | -$216K | 0.15% | 103 |
|
|
2019
Q1 | $438K | Buy |
+4,610
| New | +$438K | 0.14% | 113 |
|
|
2018
Q4 | – | Sell |
-2,305
| Closed | -$260K | – | 328 |
|
|
2018
Q3 | $260K | Hold |
2,305
| – | – | 0.13% | 121 |
|
|
2018
Q2 | $259K | Hold |
2,305
| – | – | 0.19% | 82 |
|
|
2018
Q1 | $239K | Hold |
2,305
| – | – | 0.18% | 74 |
|
|
2017
Q4 | $233K | Hold |
2,305
| – | – | 0.23% | 52 |
|
|
2017
Q3 | $211K | Hold |
2,305
| – | – | 0.24% | 47 |
|
|
2017
Q2 | $190K | Hold |
2,305
| – | – | 0.24% | 47 |
|
|
2017
Q1 | $182K | Hold |
2,305
| – | – | 0.25% | 42 |
|
|
2016
Q4 | $199K | Buy |
+2,305
| New | +$199K | 0.27% | 41 |
|