Mariner Independent Advisor Network’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.02M | Buy |
12,673
+638
| +5% | +$51.5K | 0.04% | 358 |
|
|
2022
Q2 | $990K | Buy |
12,035
+1,604
| +15% | +$132K | 0.04% | 369 |
|
|
2022
Q1 | $897K | Sell |
10,431
-1,067
| -9% | -$91.8K | 0.03% | 370 |
|
|
2021
Q4 | $853K | Buy |
+11,498
| New | +$853K | 0.04% | 347 |
|
|
2020
Q2 | – | Sell |
-15,589
| Closed | -$787K | – | 358 |
|
|
2020
Q1 | $787K | Buy |
15,589
+3,460
| +29% | +$175K | 0.07% | 236 |
|
|
2019
Q4 | $1.35M | Buy |
12,129
+233
| +2% | +$26K | 0.1% | 217 |
|
|
2019
Q3 | $1.21M | Sell |
11,896
-1
| -0% | -$101 | 0.09% | 231 |
|
|
2019
Q2 | $1.12M | Sell |
11,897
-139
| -1% | -$13K | 0.08% | 224 |
|
|
2019
Q1 | $1.15M | Buy |
12,036
+753
| +7% | +$71.7K | 0.1% | 218 |
|
|
2018
Q4 | $1.02M | Buy |
+11,283
| New | +$1.02M | 0.09% | 224 |
|
|
2018
Q2 | – | Sell |
-20,982
| Closed | -$2.01M | – | 275 |
|
|
2018
Q1 | $2.01M | Buy |
20,982
+9,189
| +78% | +$881K | 0.12% | 138 |
|
|
2017
Q4 | $1.19M | Buy |
+11,793
| New | +$1.19M | 0.12% | 165 |
|
|
2015
Q1 | – | Sell |
-6,282
| Closed | -$450K | – | 144 |
|
|
2014
Q4 | $450K | Buy |
6,282
+1,266
| +25% | +$90.8K | 0.21% | 89 |
|
|
2014
Q3 | $408K | Sell |
5,016
-1,044
| -17% | -$84.9K | 0.21% | 75 |
|
|
2014
Q2 | $487K | Buy |
+6,060
| New | +$487K | 0.24% | 68 |
|