Private Wealth Advisors (Pennsylvania)’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-13,065
| Closed | -$1.26M | – | 120 |
|
|
2019
Q4 | $1.26M | Buy |
13,065
+384
| +3% | +$37.1K | 0.67% | 45 |
|
|
2019
Q3 | $1.3M | Sell |
12,681
-3,525
| -22% | -$361K | 0.66% | 46 |
|
|
2019
Q2 | $1.52M | Sell |
16,206
-1,633
| -9% | -$153K | 0.54% | 51 |
|
|
2019
Q1 | $1.7M | Sell |
17,839
-59
| -0.3% | -$5.62K | 0.63% | 46 |
|
|
2018
Q4 | $1.54M | Sell |
17,898
-1,290
| -7% | -$111K | 0.67% | 43 |
|
|
2018
Q3 | $2.16M | Buy |
19,188
+1
| +0% | +$113 | 0.8% | 38 |
|
|
2018
Q2 | $2.16M | Sell |
19,187
-442
| -2% | -$49.6K | 0.86% | 36 |
|
|
2018
Q1 | $1.88M | Sell |
19,629
-213
| -1% | -$20.4K | 0.75% | 39 |
|
|
2017
Q4 | $2.01M | Sell |
19,842
-379
| -2% | -$38.3K | 0.78% | 41 |
|
|
2017
Q3 | $1.85M | Sell |
20,221
-244
| -1% | -$22.3K | 0.76% | 43 |
|
|
2017
Q2 | $1.69M | Buy |
20,465
+2,396
| +13% | +$198K | 0.72% | 42 |
|
|
2017
Q1 | $1.43M | Buy |
18,069
+1,735
| +11% | +$137K | 0.64% | 47 |
|
|
2016
Q4 | $1.41M | Sell |
16,334
-1,379
| -8% | -$119K | 0.66% | 48 |
|
|
2016
Q3 | $1.43M | Buy |
17,713
+866
| +5% | +$69.8K | 0.68% | 44 |
|
|
2016
Q2 | $1.34M | Sell |
16,847
-2,186
| -11% | -$173K | 0.66% | 46 |
|
|
2016
Q1 | $1.65M | Buy |
19,033
+2,401
| +14% | +$208K | 0.88% | 38 |
|
|
2015
Q4 | $1.36M | Buy |
16,632
+2,447
| +17% | +$200K | 0.77% | 42 |
|
|
2015
Q3 | $1.09M | Buy |
14,185
+1,556
| +12% | +$120K | 0.55% | 53 |
|
|
2015
Q2 | $1.02M | Buy |
12,629
+3,965
| +46% | +$319K | 0.46% | 62 |
|
|
2015
Q1 | $681K | Buy |
+8,664
| New | +$681K | 0.32% | 76 |
|