PVWM
Point View Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $446K | Buy |
6,371
+693
| +12% | +$48.5K | 0.18% | 169 |
|
|
2020
Q3 | $294K | Buy |
5,678
+1,161
| +26% | +$60.1K | 0.14% | 196 |
|
|
2020
Q2 | $325K | Sell |
4,517
-31
| -0.7% | -$2.23K | 0.16% | 179 |
|
|
2020
Q1 | $244K | Buy |
4,548
+3
| +0.1% | +$161 | 0.13% | 193 |
|
|
2019
Q4 | $506K | Sell |
4,545
-224
| -5% | -$24.9K | 0.21% | 146 |
|
|
2019
Q3 | $488K | Sell |
4,769
-103
| -2% | -$10.5K | 0.22% | 143 |
|
|
2019
Q2 | $456K | Hold |
4,872
| – | – | 0.19% | 153 |
|
|
2019
Q1 | $464K | Buy |
4,872
+5
| +0.1% | +$476 | 0.21% | 150 |
|
|
2018
Q4 | $419K | Hold |
4,867
| – | – | 0.21% | 145 |
|
|
2018
Q3 | $549K | Sell |
4,867
-74
| -1% | -$8.35K | 0.24% | 135 |
|
|
2018
Q2 | $555K | Sell |
4,941
-59
| -1% | -$6.63K | 0.26% | 131 |
|
|
2018
Q1 | $480K | Sell |
5,000
-285
| -5% | -$27.4K | 0.23% | 142 |
|
|
2017
Q4 | $535K | Sell |
5,285
-35
| -0.7% | -$3.54K | 0.25% | 134 |
|
|
2017
Q3 | $488K | Sell |
5,320
-313
| -6% | -$28.7K | 0.23% | 141 |
|
|
2017
Q2 | $466K | Hold |
5,633
| – | – | 0.23% | 148 |
|
|
2017
Q1 | $446K | Buy |
5,633
+389
| +7% | +$30.8K | 0.23% | 145 |
|
|
2016
Q4 | $453K | Sell |
5,244
-211
| -4% | -$18.2K | 0.26% | 138 |
|
|
2016
Q3 | $439K | Sell |
5,455
-127
| -2% | -$10.2K | 0.26% | 134 |
|
|
2016
Q2 | $443K | Buy |
5,582
+51
| +0.9% | +$4.05K | 0.27% | 126 |
|
|
2016
Q1 | $479K | Sell |
5,531
-108
| -2% | -$9.35K | 0.31% | 114 |
|
|
2015
Q4 | $461K | Sell |
5,639
-177
| -3% | -$14.5K | 0.33% | 107 |
|
|
2015
Q3 | $447K | Buy |
5,816
+1
| +0% | +$77 | 0.36% | 100 |
|
|
2015
Q2 | $468K | Buy |
5,815
+54
| +0.9% | +$4.35K | 0.36% | 96 |
|
|
2015
Q1 | $453K | Sell |
5,761
-106
| -2% | -$8.34K | 0.35% | 103 |
|
|
2014
Q4 | $421K | Sell |
5,867
-173
| -3% | -$12.4K | 0.31% | 105 |
|
|
2014
Q3 | $491K | Sell |
6,040
-30
| -0.5% | -$2.44K | 0.42% | 88 |
|
|
2014
Q2 | $488K | Sell |
6,070
-67
| -1% | -$5.39K | 0.42% | 87 |
|
|
2014
Q1 | $473K | Sell |
6,137
-36
| -0.6% | -$2.78K | 0.43% | 84 |
|
|
2013
Q4 | $479K | Buy |
+6,173
| New | +$479K | 0.45% | 79 |
|