Pinz Capital Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-18,000
| Closed | -$1.56M | – | 247 |
|
2022
Q1 | $1.56M | Sell |
18,000
-29,500
| -62% | -$2.55M | 0.97% | 38 |
|
2021
Q4 | $3.44M | Buy |
+47,500
| New | +$3.44M | 1.33% | 16 |
|
2020
Q2 | – | Sell |
-1,050
| Closed | -$56K | – | 182 |
|
2020
Q1 | $56K | Sell |
1,050
-19,750
| -95% | -$1.05M | 0.15% | 58 |
|
2019
Q4 | $2.32M | Buy |
+20,800
| New | +$2.32M | 0.85% | 56 |
|