Sanders Morris Harris’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,312
| Closed | -$214K | – | 300 |
|
|
2024
Q1 | $214K | Buy |
+1,312
| New | +$214K | 0.04% | 238 |
|
|
2020
Q2 | – | Sell |
-8,478
| Closed | -$844K | – | 185 |
|
|
2020
Q1 | $844K | Buy |
8,478
+33
| +0.4% | +$3.29K | 0.82% | 33 |
|
|
2019
Q4 | $932K | Hold |
8,445
| – | – | 0.21% | 117 |
|
|
2019
Q3 | $836K | Hold |
8,445
| – | – | 0.2% | 102 |
|
|
2019
Q2 | $795K | Buy |
+8,445
| New | +$795K | 0.21% | 105 |
|
|
2017
Q1 | – | Sell |
-2,325
| Closed | -$201K | – | 154 |
|
|
2016
Q4 | $201K | Buy |
+2,325
| New | +$201K | 0.09% | 106 |
|
|
2016
Q3 | – | Sell |
-3,257
| Closed | -$259K | – | 209 |
|
|
2016
Q2 | $259K | Sell |
3,257
-29,315
| -90% | -$2.33M | 0.06% | 191 |
|
|
2016
Q1 | $2.82M | Buy |
+32,572
| New | +$2.82M | 0.49% | 40 |
|