Mariner Independent Advisor Network’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.02M | Buy |
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|
2022
Q2 | $990K | Buy |
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|
2022
Q1 | $897K | Sell |
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|
2021
Q4 | $853K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $787K | Buy |
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|
2019
Q4 | $1.35M | Buy |
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|
2019
Q3 | $1.21M | Sell |
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|
2019
Q2 | $1.12M | Sell |
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|
2019
Q1 | $1.15M | Buy |
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|
2018
Q4 | $1.02M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $2.01M | Buy |
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|
2017
Q4 | $1.19M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $450K | Buy |
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|
2014
Q3 | $408K | Sell |
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|
2014
Q2 | $487K | Buy |
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