Mitchell Capital Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-18,912
| Closed | -$1.36M | – | 146 |
|
|
2020
Q2 | $1.36M | Buy |
18,912
+246
| +1% | +$17.7K | 0.44% | 69 |
|
|
2020
Q1 | $1M | Sell |
18,666
-237
| -1% | -$12.7K | 0.39% | 76 |
|
|
2019
Q4 | $2.11M | Buy |
18,903
+130
| +0.7% | +$14.5K | 0.67% | 51 |
|
|
2019
Q3 | $1.92M | Buy |
18,773
+829
| +5% | +$84.9K | 0.65% | 56 |
|
|
2019
Q2 | $1.68M | Buy |
17,944
+3,405
| +23% | +$318K | 0.56% | 62 |
|
|
2019
Q1 | $1.38M | Buy |
14,539
+2,411
| +20% | +$230K | 0.49% | 60 |
|
|
2018
Q4 | $1.05M | Buy |
12,128
+931
| +8% | +$80.2K | 0.44% | 55 |
|
|
2018
Q3 | $1.26M | Buy |
11,197
+1,147
| +11% | +$129K | 0.41% | 58 |
|
|
2018
Q2 | $1.13M | Buy |
10,050
+2,284
| +29% | +$257K | 0.41% | 46 |
|
|
2018
Q1 | $745K | Buy |
7,766
+3,250
| +72% | +$312K | 0.27% | 54 |
|
|
2017
Q4 | $457K | Buy |
+4,516
| New | +$457K | 0.16% | 54 |
|