RR Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-32,000
| Closed | -$1.71M | – | 24 |
|
|
2020
Q1 | $1.71M | Buy |
32,000
+1,000
| +3% | +$53.3K | 0.74% | 12 |
|
|
2019
Q4 | $3.41M | Buy |
+31,000
| New | +$3.41M | 0.48% | 14 |
|
|
2014
Q3 | – | Sell |
-132,000
| Closed | -$10.6M | – | 38 |
|
|
2014
Q2 | $10.6M | Buy |
132,000
+74,000
| +128% | +$5.95M | 1.01% | 19 |
|
|
2014
Q1 | $4.47M | Buy |
+58,000
| New | +$4.47M | 0.49% | 21 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 41 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 36 |
|