PS
Planned Solutions’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-980
| Closed | -$129K | – | 496 |
|
|
2024
Q3 | $129K | Buy |
+980
| New | +$129K | 0.05% | 166 |
|
|
2024
Q1 | – | Sell |
-980
| Closed | -$130K | – | 429 |
|
|
2023
Q4 | $130K | Buy |
+980
| New | +$130K | 0.06% | 141 |
|
|
2021
Q1 | – | Sell |
-500
| Closed | -$35K | – | 318 |
|
|
2020
Q4 | $35K | Hold |
500
| – | – | 0.03% | 242 |
|
|
2020
Q3 | $26K | Buy |
+500
| New | +$26K | 0.03% | 198 |
|