Sapient Capital’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,574
| Closed | -$207K | – | 401 |
|
|
2024
Q3 | $207K | Hold |
1,574
| – | – | ﹤0.01% | 372 |
|
|
2024
Q2 | $222K | Sell |
1,574
-2
| -0.1% | -$282 | ﹤0.01% | 336 |
|
|
2024
Q1 | $257K | Sell |
1,576
-72
| -4% | -$11.8K | 0.01% | 318 |
|
|
2023
Q4 | $219K | Buy |
+1,648
| New | +$219K | 0.01% | 355 |
|