SM
Sciencast Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-26,721
| Closed | -$3.04M | – | 339 |
|
|
2024
Q4 | $3.04M | Buy |
+26,721
| New | +$3.04M | 0.83% | 13 |
|
|
2024
Q3 | – | Sell |
-5,151
| Closed | -$727K | – | 341 |
|
|
2024
Q2 | $727K | Buy |
+5,151
| New | +$727K | 0.25% | 149 |
|
|
2021
Q3 | – | Sell |
-17,434
| Closed | -$1.44M | – | 564 |
|
|
2021
Q2 | $1.44M | Buy |
+17,434
| New | +$1.44M | 0.3% | 98 |
|
|
2021
Q1 | – | Sell |
-26,298
| Closed | -$1.89M | – | 637 |
|
|
2020
Q4 | $1.89M | Buy |
+26,298
| New | +$1.89M | 0.39% | 80 |
|
|
2020
Q3 | – | Sell |
-7,510
| Closed | -$460K | – | 516 |
|
|
2020
Q2 | $460K | Buy |
+7,510
| New | +$460K | 0.12% | 275 |
|
|
2020
Q1 | – | Sell |
-10,481
| Closed | -$1.1M | – | 520 |
|
|
2019
Q4 | $1.1M | Buy |
+10,481
| New | +$1.1M | 0.29% | 100 |
|
|
2019
Q1 | – | Sell |
-4,700
| Closed | -$429K | – | 437 |
|
|
2018
Q4 | $429K | Sell |
4,700
-5,011
| -52% | -$457K | 0.38% | 108 |
|
|
2018
Q3 | $959K | Buy |
+9,711
| New | +$959K | 0.65% | 44 |
|
|
2018
Q2 | – | Sell |
-6,398
| Closed | -$690K | – | 374 |
|
|
2018
Q1 | $690K | Sell |
6,398
-646
| -9% | -$69.7K | 0.35% | 106 |
|
|
2017
Q4 | $751K | Buy |
+7,044
| New | +$751K | 0.4% | 96 |
|
|
2016
Q3 | – | Sell |
-9,100
| Closed | -$722K | – | 222 |
|
|
2016
Q2 | $722K | Buy |
9,100
+5,200
| +133% | +$413K | 0.32% | 106 |
|
|
2016
Q1 | $338K | Buy |
+3,900
| New | +$338K | 0.27% | 128 |
|