Sugarloaf Wealth Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $911 | Hold |
8
| – | – | ﹤0.01% | 654 |
|
|
2024
Q3 | $1.05K | Hold |
8
| – | – | ﹤0.01% | 640 |
|
|
2024
Q2 | $1.13K | Hold |
8
| – | – | ﹤0.01% | 610 |
|
|
2024
Q1 | $1.31K | Hold |
8
| – | – | ﹤0.01% | 614 |
|
|
2023
Q4 | $1.07K | Hold |
8
| – | – | ﹤0.01% | 629 |
|
|
2023
Q3 | $961 | Hold |
8
| – | – | ﹤0.01% | 630 |
|
|
2023
Q2 | $763 | Hold |
8
| – | – | ﹤0.01% | 649 |
|
|
2023
Q1 | $811 | Sell |
8
-13
| -62% | -$1.32K | ﹤0.01% | 645 |
|
|
2022
Q4 | $2.23K | Sell |
21
-1,082
| -98% | -$115K | ﹤0.01% | 665 |
|
|
2022
Q3 | $89K | Buy |
1,103
+1,081
| +4,914% | +$87.2K | 0.02% | 207 |
|
|
2022
Q2 | $2K | Buy |
22
+1
| +5% | +$91 | ﹤0.01% | 695 |
|
|
2022
Q1 | $2K | Sell |
21
-1
| -5% | -$95 | ﹤0.01% | 644 |
|
|
2021
Q4 | $2K | Sell |
22
-175
| -89% | -$15.9K | ﹤0.01% | 678 |
|
|
2021
Q3 | $14K | Hold |
197
| – | – | ﹤0.01% | 482 |
|
|
2021
Q2 | $17K | Sell |
197
-249
| -56% | -$21.5K | ﹤0.01% | 437 |
|
|
2021
Q1 | $36 | Hold |
446
| – | – | 0.01% | 320 |
|
|
2020
Q4 | $31K | Hold |
446
| – | – | 0.01% | 317 |
|
|
2020
Q3 | $23K | Hold |
446
| – | – | 0.01% | 335 |
|
|
2020
Q2 | $30K | Hold |
446
| – | – | 0.01% | 300 |
|
|
2020
Q1 | $24K | Buy |
446
+1
| +0.2% | +$54 | 0.01% | 302 |
|
|
2019
Q4 | $50K | Buy |
+445
| New | +$50K | 0.02% | 247 |
|