LB
Legacy Bridge’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-161
| Closed | -$18.3K | – | 332 |
|
|
2024
Q4 | $18.3K | Hold |
161
| – | – | 0.01% | 235 |
|
|
2024
Q3 | $21.2K | Hold |
161
| – | – | 0.01% | 230 |
|
|
2024
Q2 | $22.7K | Hold |
161
| – | – | 0.01% | 217 |
|
|
2024
Q1 | $26.3K | Hold |
161
| – | – | 0.02% | 230 |
|
|
2023
Q4 | $21.4K | Hold |
161
| – | – | 0.01% | 231 |
|
|
2023
Q3 | $19.3K | Hold |
161
| – | – | 0.01% | 227 |
|
|
2023
Q2 | $15.4K | Hold |
161
| – | – | 0.01% | 239 |
|
|
2023
Q1 | $16.3K | Hold |
161
| – | – | 0.01% | 237 |
|
|
2022
Q4 | $16.8K | Buy |
+161
| New | +$16.8K | 0.01% | 238 |
|
|
2021
Q1 | – | Sell |
-40
| Closed | -$3K | – | 293 |
|
|
2020
Q4 | $3K | Sell |
40
-6,542
| -99% | -$491K | ﹤0.01% | 285 |
|
|
2020
Q3 | $341K | Sell |
6,582
-195
| -3% | -$10.1K | 0.31% | 103 |
|
|
2020
Q2 | $487K | Sell |
6,777
-185
| -3% | -$13.3K | 0.54% | 71 |
|
|
2020
Q1 | $374K | Sell |
6,962
-60
| -0.9% | -$3.22K | 0.47% | 78 |
|
|
2019
Q4 | $782K | Buy |
7,022
+525
| +8% | +$58.5K | 0.65% | 58 |
|
|
2019
Q3 | $665K | Sell |
6,497
-225
| -3% | -$23K | 0.63% | 58 |
|
|
2019
Q2 | $629K | Hold |
6,722
| – | – | 0.61% | 62 |
|
|
2019
Q1 | $640K | Buy |
6,722
+150
| +2% | +$14.3K | 0.66% | 53 |
|
|
2018
Q4 | $566K | Buy |
+6,572
| New | +$566K | 0.7% | 49 |
|