Personal Capital Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $322K | Sell |
3,098
-950
| -23% | -$98.9K | ﹤0.01% | 367 |
|
|
2022
Q3 | $327K | Buy |
+4,048
| New | +$327K | ﹤0.01% | 343 |
|
|
2022
Q2 | – | Sell |
-2,388
| Closed | -$206K | – | 474 |
|
|
2022
Q1 | $206K | Buy |
+2,388
| New | +$206K | ﹤0.01% | 476 |
|
|
2021
Q4 | – | Sell |
-3,877
| Closed | -$272K | – | 558 |
|
|
2021
Q3 | $272K | Sell |
3,877
-109
| -3% | -$7.65K | ﹤0.01% | 422 |
|
|
2021
Q2 | $342K | Sell |
3,986
-1,569
| -28% | -$135K | ﹤0.01% | 374 |
|
|
2021
Q1 | $453K | Buy |
+5,555
| New | +$453K | ﹤0.01% | 319 |
|
|
2019
Q4 | – | Sell |
-2,821
| Closed | -$288K | – | 408 |
|
|
2019
Q3 | $288K | Buy |
2,821
+173
| +7% | +$17.7K | ﹤0.01% | 301 |
|
|
2019
Q2 | $248K | Sell |
2,648
-17
| -0.6% | -$1.59K | ﹤0.01% | 291 |
|
|
2019
Q1 | $254K | Buy |
2,665
+55
| +2% | +$5.24K | ﹤0.01% | 290 |
|
|
2018
Q4 | $225K | Buy |
2,610
+264
| +11% | +$22.8K | ﹤0.01% | 284 |
|
|
2018
Q3 | $264K | Buy |
2,346
+179
| +8% | +$20.1K | ﹤0.01% | 260 |
|
|
2018
Q2 | $243K | Buy |
+2,167
| New | +$243K | ﹤0.01% | 256 |
|