Personal Capital Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $322K | Sell |
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|
2022
Q3 | $327K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $206K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $272K | Sell |
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|
2021
Q2 | $342K | Sell |
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|
2021
Q1 | $453K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $288K | Buy |
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|
2019
Q2 | $248K | Sell |
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|
2019
Q1 | $254K | Buy |
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|
2018
Q4 | $225K | Buy |
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|
2018
Q3 | $264K | Buy |
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|
2018
Q2 | $243K | Buy |
|