Menard Financial Group’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-327
| Closed | -$37.3K | – | 257 |
|
|
2024
Q4 | $37.3K | Buy |
+327
| New | +$37.3K | 0.02% | 198 |
|
|
2020
Q3 | – | Sell |
-3,833
| Closed | -$276K | – | 145 |
|
|
2020
Q2 | $276K | Buy |
+3,833
| New | +$276K | 0.35% | 71 |
|
|
2020
Q1 | – | Sell |
-5,267
| Closed | -$587K | – | 96 |
|
|
2019
Q4 | $587K | Buy |
+5,267
| New | +$587K | 0.56% | 59 |
|