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NDVR Inc’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,751
| Closed | -$229K | – | 109 |
|
|
2024
Q3 | $229K | Sell |
1,751
-28
| -2% | -$3.67K | 0.24% | 83 |
|
|
2024
Q2 | $251K | Sell |
1,779
-40
| -2% | -$5.65K | 0.26% | 55 |
|
|
2024
Q1 | $297K | Buy |
1,819
+217
| +14% | +$35.4K | 0.28% | 42 |
|
|
2023
Q4 | $213K | Buy |
+1,602
| New | +$213K | 0.26% | 56 |
|