One Wealth Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,518
| Closed | -$206K | – | 273 |
|
|
2024
Q2 | $206K | Buy |
1,518
+60
| +4% | +$8.13K | 0.04% | 226 |
|
|
2024
Q1 | $238K | Buy |
+1,458
| New | +$238K | 0.04% | 209 |
|
|
2020
Q1 | – | Sell |
-3,213
| Closed | -$358K | – | 134 |
|
|
2019
Q4 | $358K | Sell |
3,213
-3,034
| -49% | -$338K | 0.26% | 60 |
|
|
2019
Q3 | $640K | Sell |
6,247
-1,081
| -15% | -$111K | 0.56% | 18 |
|
|
2019
Q2 | $685K | Buy |
7,328
+19
| +0.3% | +$1.78K | 0.57% | 20 |
|
|
2019
Q1 | $696K | Sell |
7,309
-177,358
| -96% | -$16.9M | 0.57% | 20 |
|
|
2018
Q4 | $501K | Buy |
184,667
+181,584
| +5,890% | +$493K | 0.5% | 25 |
|
|
2018
Q3 | $348K | Buy |
+3,083
| New | +$348K | 0.27% | 69 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 592 |
|
|
2018
Q1 | – | Sell |
-559
| Closed | -$57K | – | 569 |
|
|
2017
Q4 | $57K | Buy |
+559
| New | +$57K | 0.05% | 266 |
|