Pine Valley Investments’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $883K | Sell |
7,752
-87
| -1% | -$9.91K | 0.05% | 238 |
|
|
2024
Q3 | $1.03M | Hold |
7,839
| – | – | 0.06% | 227 |
|
|
2024
Q2 | $1.11M | Hold |
7,839
| – | – | 0.07% | 213 |
|
|
2024
Q1 | $1.28M | Sell |
7,839
-571
| -7% | -$93.3K | 0.09% | 195 |
|
|
2023
Q4 | $1.12M | Sell |
8,410
-1,234
| -13% | -$164K | 0.08% | 196 |
|
|
2023
Q3 | $1.16M | Buy |
9,644
+3,595
| +59% | +$432K | 0.11% | 183 |
|
|
2023
Q2 | $577K | Buy |
+6,049
| New | +$577K | 0.06% | 235 |
|