SA
SpiderRock Advisors’s Phillips 66 PSX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $1.65M | Sell |
12,566
-856
| -6% | -$113K | 0.03% | 261 |
|
2024
Q2 | $1.89M | Buy |
13,422
+5,467
| +69% | +$772K | 0.04% | 212 |
|
2024
Q1 | $1.25M | Buy |
+7,955
| New | +$1.25M | 0.03% | 261 |
|
2021
Q1 | – | Hold |
0
| – | – | – | 116 |
|
2020
Q4 | – | Hold |
0
| – | – | – | 115 |
|
2017
Q4 | – | Hold |
0
| – | – | – | 227 |
|
2017
Q3 | – | Hold |
0
| – | – | – | 420 |
|
2017
Q2 | – | Hold |
0
| – | – | – | 181 |
|
2017
Q1 | – | Hold |
0
| – | – | – | 62 |
|