Mendota 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1
| Closed | -$132 | – | 973 |
|
|
2024
Q3 | $132 | Buy |
+1
| New | +$132 | ﹤0.01% | 796 |
|
|
2024
Q1 | – | Sell |
-415
| Closed | -$55.3K | – | 373 |
|
|
2023
Q4 | $55.3K | Sell |
415
-225
| -35% | -$30K | 0.04% | 193 |
|
|
2023
Q3 | $76.9K | Sell |
640
-65
| -9% | -$7.81K | 0.08% | 112 |
|
|
2023
Q2 | $67.2K | Buy |
705
+639
| +968% | +$60.9K | 0.08% | 118 |
|
|
2023
Q1 | $5.69K | Sell |
66
-707
| -91% | -$61K | 0.01% | 250 |
|
|
2022
Q4 | $80.4K | Buy |
+773
| New | +$80.4K | 0.1% | 111 |
|