Schubert & Co’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-709
| Closed | -$71.9K | – | 1152 |
|
|
2023
Q1 | $71.9K | Sell |
709
-7
| -1% | -$710 | 0.06% | 60 |
|
|
2022
Q4 | $74.6K | Sell |
716
-98
| -12% | -$10.2K | 0.07% | 52 |
|
|
2022
Q3 | $66K | Buy |
814
+337
| +71% | +$27.3K | 0.06% | 60 |
|
|
2022
Q2 | $39K | Buy |
477
+59
| +14% | +$4.82K | 0.04% | 77 |
|
|
2022
Q1 | $36K | Buy |
418
+12
| +3% | +$1.03K | 0.04% | 61 |
|
|
2021
Q4 | $29K | Buy |
+406
| New | +$29K | 0.03% | 63 |
|