Nachman Norwood & Parrott’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $3.19M | Buy |
37,120
+3,964
| +12% | +$340K | 0.32% | 65 |
|
|
2021
Q1 | $2.7M | Buy |
33,156
+113
| +0.3% | +$9.22K | 0.3% | 72 |
|
|
2020
Q4 | $2.31M | Buy |
33,043
+355
| +1% | +$24.8K | 0.27% | 75 |
|
|
2020
Q3 | $1.7M | Sell |
32,688
-752
| -2% | -$39K | 0.23% | 81 |
|
|
2020
Q2 | $2.4M | Buy |
33,440
+524
| +2% | +$37.7K | 0.4% | 61 |
|
|
2020
Q1 | $1.77M | Buy |
32,916
+1,686
| +5% | +$90.5K | 0.36% | 67 |
|
|
2019
Q4 | $3.48M | Sell |
31,230
-55
| -0.2% | -$6.13K | 0.57% | 33 |
|
|
2019
Q3 | $3.2M | Sell |
31,285
-4
| -0% | -$410 | 0.57% | 36 |
|
|
2019
Q2 | $2.93M | Sell |
31,289
-42
| -0.1% | -$3.93K | 0.53% | 42 |
|
|
2019
Q1 | $2.98M | Buy |
31,331
+3,289
| +12% | +$313K | 0.56% | 36 |
|
|
2018
Q4 | $2.42M | Buy |
+28,042
| New | +$2.42M | 0.5% | 42 |
|