Steward Financial Group’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $148K | Sell |
1,235
-14
| -1% | -$1.68K | 0.05% | 82 |
|
|
2023
Q2 | $119K | Buy |
+1,249
| New | +$119K | 0.04% | 88 |
|
|
2022
Q3 | – | Sell |
-1,240
| Closed | -$101K | – | 1016 |
|
|
2022
Q2 | $101K | Buy |
1,240
+115
| +10% | +$9.37K | 0.08% | 54 |
|
|
2022
Q1 | $97K | Sell |
1,125
-2
| -0.2% | -$172 | 0.09% | 51 |
|
|
2021
Q4 | $81K | Buy |
+1,127
| New | +$81K | 0.07% | 52 |
|