MAM
McCarthy Asset Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-275
| Closed | -$24K | – | 223 |
|
|
2022
Q1 | $24K | Buy |
275
+1
| +0.4% | +$87 | 0.02% | 125 |
|
|
2021
Q4 | $20K | Buy |
274
+2
| +0.7% | +$146 | 0.01% | 142 |
|
|
2021
Q3 | $19K | Buy |
272
+1
| +0.4% | +$70 | 0.01% | 145 |
|
|
2021
Q2 | $23K | Buy |
271
+1
| +0.4% | +$85 | 0.02% | 153 |
|
|
2021
Q1 | $22K | Buy |
270
+1
| +0.4% | +$81 | 0.02% | 143 |
|
|
2020
Q4 | $19K | Buy |
+269
| New | +$19K | 0.02% | 147 |
|