Lloyd Advisory Services’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,860
Closed -$224K 286
2023
Q3
$224K Buy
+1,860
New +$224K 0.07% 225
2020
Q1
Sell
-8
Closed -$1K 371
2019
Q4
$1K Buy
+8
New +$1K ﹤0.01% 341