RG
Retirement Group’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $949K | Buy |
5,811
+1
| +0% | +$163 | 0.34% | 41 |
|
|
2023
Q4 | $774K | Buy |
5,810
+1
| +0% | +$133 | 0.31% | 49 |
|
|
2023
Q3 | $698K | Buy |
5,809
+1
| +0% | +$120 | 0.29% | 52 |
|
|
2023
Q2 | $554K | Sell |
5,808
-69
| -1% | -$6.58K | 0.23% | 58 |
|
|
2023
Q1 | $596K | Sell |
5,877
-2,682
| -31% | -$272K | 0.27% | 53 |
|
|
2022
Q4 | $891K | Buy |
8,559
+214
| +3% | +$22.3K | 0.43% | 40 |
|
|
2022
Q3 | $674K | Buy |
8,345
+352
| +4% | +$28.4K | 0.54% | 31 |
|
|
2022
Q2 | $655K | Buy |
7,993
+704
| +10% | +$57.7K | 0.27% | 55 |
|
|
2022
Q1 | $630K | Buy |
7,289
+605
| +9% | +$52.3K | 0.24% | 57 |
|
|
2021
Q4 | $484K | Buy |
6,684
+607
| +10% | +$44K | 0.21% | 65 |
|
|
2021
Q3 | $426K | Buy |
6,077
+216
| +4% | +$15.1K | 0.2% | 78 |
|
|
2021
Q2 | $503K | Buy |
5,861
+12
| +0.2% | +$1.03K | 0.24% | 64 |
|
|
2021
Q1 | $477K | Sell |
5,849
-2,453
| -30% | -$200K | 0.22% | 74 |
|
|
2020
Q4 | $580K | Hold |
8,302
| – | – | 0.27% | 59 |
|
|
2020
Q3 | $430K | Hold |
8,302
| – | – | 0.24% | 76 |
|
|
2020
Q2 | $597K | Buy |
+8,302
| New | +$597K | 0.37% | 52 |
|
|
2019
Q4 | $908K | Buy |
+8,147
| New | +$908K | 0.59% | 40 |
|