MHR
Matthew Hamilton Rosenberg’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $602K | Sell |
5,047
-428
| -8% | -$51.1K | 0.14% | 70 |
|
|
2025
Q1 | $676K | Sell |
5,475
-28
| -0.5% | -$3.46K | 0.17% | 59 |
|
|
2024
Q4 | $627K | Sell |
5,503
-490
| -8% | -$55.8K | 0.16% | 61 |
|
|
2024
Q3 | $788K | Buy |
5,993
+206
| +4% | +$27.1K | 0.21% | 51 |
|
|
2024
Q2 | $816K | Sell |
5,787
-196
| -3% | -$27.6K | 0.24% | 47 |
|
|
2024
Q1 | $977K | Sell |
5,983
-135
| -2% | -$22.1K | 0.28% | 41 |
|
|
2023
Q4 | $815K | Buy |
6,118
+48
| +0.8% | +$6.39K | 0.25% | 43 |
|
|
2023
Q3 | $729K | Buy |
6,070
+158
| +3% | +$19K | 0.24% | 42 |
|
|
2023
Q2 | $564K | Buy |
5,912
+106
| +2% | +$10.1K | 0.19% | 59 |
|
|
2023
Q1 | $589K | Sell |
5,806
-232
| -4% | -$23.5K | 0.19% | 63 |
|
|
2022
Q4 | $628K | Buy |
6,038
+2
| +0% | +$208 | 0.21% | 60 |
|
|
2022
Q3 | $487K | Buy |
6,036
+287
| +5% | +$23.2K | 0.19% | 67 |
|
|
2022
Q2 | $485K | Buy |
5,749
+91
| +2% | +$7.68K | 0.18% | 69 |
|
|
2022
Q1 | $489K | Buy |
5,658
+350
| +7% | +$30.2K | 0.17% | 72 |
|
|
2021
Q4 | $385K | Sell |
5,308
-51
| -1% | -$3.7K | 0.14% | 94 |
|
|
2021
Q3 | $375K | Buy |
5,359
+738
| +16% | +$51.6K | 0.15% | 87 |
|
|
2021
Q2 | $397K | Sell |
4,621
-160
| -3% | -$13.7K | 0.21% | 56 |
|
|
2021
Q1 | $390K | Buy |
4,781
+582
| +14% | +$47.5K | 0.22% | 53 |
|
|
2020
Q4 | $294K | Buy |
4,199
+2,218
| +112% | +$155K | 0.18% | 62 |
|
|
2020
Q3 | $103K | Sell |
1,981
-750
| -27% | -$39K | 0.08% | 203 |
|
|
2020
Q2 | $196K | Buy |
2,731
+779
| +40% | +$55.9K | 0.16% | 82 |
|
|
2020
Q1 | $105K | Buy |
+1,952
| New | +$105K | 0.1% | 113 |
|