MCIA
Mountain Capital Investment Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,173
| Closed | -$1.23M | – | 69 |
|
|
2023
Q4 | $1.23M | Sell |
9,173
-1,359
| -13% | -$182K | 0.41% | 11 |
|
|
2023
Q3 | $1.19M | Sell |
10,532
-9,486
| -47% | -$1.08M | 0.45% | 10 |
|
|
2023
Q2 | $2.14M | Sell |
20,018
-5,607
| -22% | -$599K | 0.81% | 11 |
|
|
2023
Q1 | $2.72M | Buy |
25,625
+1,515
| +6% | +$161K | 1.2% | 14 |
|
|
2022
Q4 | $2.45M | Buy |
24,110
+7,833
| +48% | +$796K | 1.11% | 21 |
|
|
2022
Q3 | $1.59M | Buy |
16,277
+1,390
| +9% | +$136K | 0.84% | 38 |
|
|
2022
Q2 | $1.23M | Sell |
14,887
-541
| -4% | -$44.7K | 0.61% | 48 |
|
|
2022
Q1 | $1.27M | Buy |
15,428
+1,215
| +9% | +$100K | 0.6% | 55 |
|
|
2021
Q4 | $1.22M | Buy |
14,213
+7,997
| +129% | +$689K | 0.55% | 62 |
|
|
2021
Q3 | $511K | Buy |
6,216
+266
| +4% | +$21.9K | 0.27% | 102 |
|
|
2021
Q2 | $481K | Buy |
+5,950
| New | +$481K | 0.22% | 107 |
|
|
2017
Q4 | – | Sell |
-1,500
| Closed | -$137K | – | 333 |
|
|
2017
Q3 | $137K | Sell |
1,500
-30
| -2% | -$2.74K | 0.12% | 46 |
|
|
2017
Q2 | $127K | Buy |
+1,530
| New | +$127K | 0.12% | 55 |
|