RM
Resource Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $855K | Sell |
11,801
-494
| -4% | -$35.8K | 0.09% | 78 |
|
|
2021
Q3 | $861K | Sell |
12,295
-42
| -0.3% | -$2.94K | 0.1% | 70 |
|
|
2021
Q2 | $1.06M | Buy |
12,337
+524
| +4% | +$45K | 0.12% | 61 |
|
|
2021
Q1 | $963K | Sell |
11,813
-23
| -0.2% | -$1.88K | 0.12% | 66 |
|
|
2020
Q4 | $828K | Sell |
11,836
-556
| -4% | -$38.9K | 0.11% | 68 |
|
|
2020
Q3 | $642K | Sell |
12,392
-571
| -4% | -$29.6K | 0.1% | 71 |
|
|
2020
Q2 | $92K | Sell |
12,963
-205
| -2% | -$1.46K | 0.02% | 143 |
|
|
2020
Q1 | $706K | Buy |
13,168
+256
| +2% | +$13.7K | 0.15% | 55 |
|
|
2019
Q4 | $1.44M | Buy |
12,912
+3
| +0% | +$334 | 0.23% | 38 |
|
|
2019
Q3 | $1.32M | Sell |
12,909
-175
| -1% | -$17.9K | 0.23% | 37 |
|
|
2019
Q2 | $1.22M | Buy |
13,084
+502
| +4% | +$47K | 0.21% | 38 |
|
|
2019
Q1 | $1.2M | Buy |
12,582
+129
| +1% | +$12.3K | 0.22% | 44 |
|
|
2018
Q4 | $1.07M | Hold |
12,453
| – | – | 0.22% | 42 |
|
|
2018
Q3 | $1.4M | Hold |
12,453
| – | – | 0.26% | 31 |
|
|
2018
Q2 | $1.4M | Buy |
12,453
+41
| +0.3% | +$4.6K | 0.27% | 32 |
|
|
2018
Q1 | $1.19M | Sell |
12,412
-82
| -0.7% | -$7.87K | 0.25% | 38 |
|
|
2017
Q4 | $1.17M | Buy |
+12,494
| New | +$1.17M | 0.24% | 39 |
|