Personal CFO Solutions’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,559
| Closed | -$208K | – | 572 |
|
|
2023
Q4 | $208K | Sell |
1,559
-840
| -35% | -$112K | 0.04% | 484 |
|
|
2023
Q3 | $288K | Sell |
2,399
-3,582
| -60% | -$430K | 0.06% | 333 |
|
|
2023
Q2 | $570K | Buy |
5,981
+213
| +4% | +$20.3K | 0.12% | 178 |
|
|
2023
Q1 | $585K | Buy |
5,768
+420
| +8% | +$42.6K | 0.12% | 163 |
|
|
2022
Q4 | $557K | Buy |
5,348
+317
| +6% | +$33K | 0.12% | 172 |
|
|
2022
Q3 | $406K | Buy |
5,031
+335
| +7% | +$27K | 0.1% | 191 |
|
|
2022
Q2 | $385K | Sell |
4,696
-259
| -5% | -$21.2K | 0.09% | 204 |
|
|
2022
Q1 | $428K | Buy |
4,955
+387
| +8% | +$33.4K | 0.08% | 230 |
|
|
2021
Q4 | $331K | Buy |
+4,568
| New | +$331K | 0.06% | 296 |
|
|
2020
Q1 | – | Sell |
-2,453
| Closed | -$273K | – | 348 |
|
|
2019
Q4 | $273K | Sell |
2,453
-4,936
| -67% | -$549K | 0.08% | 235 |
|
|
2019
Q3 | $757K | Buy |
+7,389
| New | +$757K | 0.3% | 80 |
|