SAM
Strategic Asset Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $9K | Buy |
142
+1
| +0.7% | +$63 | 0.02% | 394 |
|
|
2022
Q2 | $12K | Sell |
141
-99
| -41% | -$8.43K | 0.02% | 353 |
|
|
2022
Q1 | $21K | Buy |
240
+101
| +73% | +$8.84K | 0.03% | 287 |
|
|
2021
Q4 | $10K | Buy |
139
+1
| +0.7% | +$72 | 0.01% | 368 |
|
|
2021
Q3 | $11K | Buy |
+138
| New | +$11K | 0.02% | 325 |
|