Professional Financial Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-164
| Closed | -$13K | – | 357 |
|
|
2022
Q3 | $13K | Buy |
164
+1
| +0.6% | +$79 | 0.01% | 268 |
|
|
2022
Q2 | $13K | Buy |
163
+2
| +1% | +$160 | 0.01% | 273 |
|
|
2022
Q1 | $14K | Buy |
161
+2
| +1% | +$174 | 0.01% | 275 |
|
|
2021
Q4 | $12K | Buy |
159
+2
| +1% | +$151 | 0.01% | 300 |
|
|
2021
Q3 | $11K | Buy |
157
+2
| +1% | +$140 | 0.01% | 256 |
|
|
2021
Q2 | $13K | Buy |
155
+1
| +0.6% | +$84 | 0.01% | 255 |
|
|
2021
Q1 | $13K | Buy |
154
+2
| +1% | +$169 | 0.01% | 227 |
|
|
2020
Q4 | $11K | Hold |
152
| – | – | 0.01% | 235 |
|
|
2020
Q3 | $7K | Buy |
+152
| New | +$7K | 0.01% | 243 |
|