SA
SRN Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,057
| Closed | -$1.45M | – | 108 |
|
|
2023
Q3 | $1.45M | Buy |
12,057
+406
| +3% | +$48.8K | 1.44% | 19 |
|
|
2023
Q2 | $1.11M | Sell |
11,651
-227
| -2% | -$21.7K | 0.99% | 46 |
|
|
2023
Q1 | $1.19M | Sell |
11,878
-28
| -0.2% | -$2.8K | 1.09% | 41 |
|
|
2022
Q4 | $1.24M | Buy |
+11,906
| New | +$1.24M | 1.23% | 34 |
|