Relative Value Partners Group’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.11M | Buy |
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|
2024
Q1 | $655K | Buy |
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|
2023
Q4 | $598K | Sell |
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|
2023
Q3 | $544K | Buy |
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|
2023
Q2 | $357K | Hold |
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|
2023
Q1 | $380K | Hold |
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|
2022
Q4 | $390K | Hold |
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|
2022
Q3 | $302K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $294K | Buy |
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|
2021
Q4 | $246K | Hold |
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|
2021
Q3 | $238K | Sell |
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|
2021
Q2 | $294K | Sell |
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|
2021
Q1 | $282K | Hold |
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|
2020
Q4 | $242K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $264K | Buy |
|