MinichMacGregor Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,558
| Closed | -$162K | – | 495 |
|
|
2022
Q4 | $162K | Buy |
+1,558
| New | +$162K | 0.06% | 90 |
|
|
2018
Q4 | – | Sell |
-151
| Closed | -$17K | – | 400 |
|
|
2018
Q3 | $17K | Sell |
151
-19
| -11% | -$2.14K | 0.01% | 240 |
|
|
2018
Q2 | $18K | Hold |
170
| – | – | 0.01% | 225 |
|
|
2018
Q1 | $16K | Hold |
170
| – | – | 0.01% | 233 |
|
|
2017
Q4 | $17K | Hold |
170
| – | – | 0.01% | 224 |
|
|
2017
Q3 | $15K | Hold |
170
| – | – | 0.01% | 233 |
|
|
2017
Q2 | $14K | Sell |
170
-175
| -51% | -$14.4K | 0.01% | 234 |
|
|
2017
Q1 | $27K | Hold |
345
| – | – | 0.02% | 147 |
|
|
2016
Q4 | $29K | Hold |
345
| – | – | 0.03% | 140 |
|
|
2016
Q3 | $27K | Buy |
345
+2
| +0.6% | +$157 | 0.03% | 160 |
|
|
2016
Q2 | $27K | Hold |
343
| – | – | 0.03% | 154 |
|
|
2016
Q1 | $29K | Buy |
343
+187
| +120% | +$15.8K | 0.03% | 145 |
|
|
2015
Q4 | $12K | Buy |
+156
| New | +$12K | 0.01% | 214 |
|