Rational Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-295
| Closed | -$38.8K | – | 163 |
|
|
2024
Q3 | $38.8K | Sell |
295
-44
| -13% | -$5.78K | ﹤0.01% | 145 |
|
|
2024
Q2 | $47.9K | Sell |
339
-16
| -5% | -$2.26K | ﹤0.01% | 150 |
|
|
2024
Q1 | $58K | Sell |
355
-106
| -23% | -$17.3K | 0.01% | 149 |
|
|
2023
Q4 | $61.4K | Hold |
461
| – | – | 0.01% | 137 |
|
|
2023
Q3 | $55.4K | Buy |
+461
| New | +$55.4K | 0.01% | 154 |
|
|
2020
Q4 | – | Sell |
-208
| Closed | -$11K | – | 514 |
|
|
2020
Q3 | $11K | Sell |
208
-546
| -72% | -$28.9K | ﹤0.01% | 278 |
|
|
2020
Q2 | $54K | Buy |
+754
| New | +$54K | 0.03% | 183 |
|
|
2020
Q1 | – | Sell |
-4,050
| Closed | -$451K | – | 438 |
|
|
2019
Q4 | $451K | Buy |
4,050
+3,676
| +983% | +$409K | 0.21% | 131 |
|
|
2019
Q3 | $38K | Buy |
374
+109
| +41% | +$11.1K | 0.01% | 396 |
|
|
2019
Q2 | $25K | Sell |
265
-343
| -56% | -$32.4K | 0.01% | 417 |
|
|
2019
Q1 | $58K | Buy |
608
+434
| +249% | +$41.4K | 0.02% | 304 |
|
|
2018
Q4 | $15K | Sell |
174
-174
| -50% | -$15K | ﹤0.01% | 370 |
|
|
2018
Q3 | $39K | Sell |
348
-181
| -34% | -$20.3K | 0.01% | 313 |
|
|
2018
Q2 | $59K | Buy |
529
+309
| +140% | +$34.5K | 0.03% | 256 |
|
|
2018
Q1 | $21K | Buy |
+220
| New | +$21K | 0.01% | 324 |
|
|
2013
Q4 | $987K | Hold |
12,800
| – | – | 0.08% | 287 |
|
|
2013
Q3 | $740K | Sell |
12,800
-50
| -0.4% | -$2.89K | 0.06% | 351 |
|
|
2013
Q2 | $757K | Buy |
+12,850
| New | +$757K | 0.06% | 346 |
|