Liberty Wealth Management’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 |
-1,515
| Closed | -$214K | – | 249 |
|
|
2024
Q2 | $214K | Sell |
1,515
-373
| -20% | -$52.7K | 0.04% | 187 |
|
|
2024
Q1 | $308K | Sell |
1,888
-22
| -1% | -$3.59K | 0.06% | 144 |
|
|
2023
Q4 | $254K | Sell |
1,910
-4
| -0.2% | -$532 | 0.05% | 143 |
|
|
2023
Q3 | $230K | Buy |
+1,914
| New | +$230K | 0.06% | 155 |
|
|
2023
Q2 | – | Sell |
-1,993
| Closed | -$202K | – | 221 |
|
|
2023
Q1 | $202K | Buy |
+1,993
| New | +$202K | 0.04% | 217 |
|
|
2022
Q2 | – | Sell |
-2,539
| Closed | -$219K | – | 167 |
|
|
2022
Q1 | $219K | Buy |
+2,539
| New | +$219K | 0.08% | 137 |
|
|
2021
Q4 | – | Sell |
-3,008
| Closed | -$214K | – | 859 |
|
|
2021
Q3 | $214K | Buy |
3,008
+411
| +16% | +$29.2K | 0.08% | 156 |
|
|
2021
Q2 | $223K | Buy |
2,597
+84
| +3% | +$7.21K | 0.09% | 120 |
|
|
2021
Q1 | $169K | Hold |
2,513
| – | – | 0.08% | 127 |
|
|
2020
Q4 | $169K | Sell |
2,513
-99
| -4% | -$6.66K | 0.08% | 126 |
|
|
2020
Q3 | $135K | Buy |
2,612
+16
| +0.6% | +$827 | 0.08% | 131 |
|
|
2020
Q2 | $187K | Buy |
2,596
+105
| +4% | +$7.56K | 0.13% | 97 |
|
|
2020
Q1 | $134K | Sell |
2,491
-289
| -10% | -$15.5K | 0.12% | 112 |
|
|
2019
Q4 | $310K | Sell |
2,780
-18
| -0.6% | -$2.01K | 0.24% | 77 |
|
|
2019
Q3 | $287K | Buy |
2,798
+511
| +22% | +$52.4K | 0.27% | 72 |
|
|
2019
Q2 | $214K | Sell |
2,287
-102
| -4% | -$9.54K | 0.19% | 103 |
|
|
2019
Q1 | $227K | Buy |
2,389
+1,653
| +225% | +$157K | 0.17% | 81 |
|
|
2018
Q4 | $63K | Buy |
+736
| New | +$63K | 0.05% | 170 |
|