SA
Syntax Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $485K | Sell |
4,036
-917
| -19% | -$110K | 0.43% | 20 |
|
|
2023
Q2 | $472K | Sell |
4,953
-79
| -2% | -$7.54K | 0.38% | 38 |
|
|
2023
Q1 | $510K | Sell |
5,032
-199
| -4% | -$20.2K | 0.39% | 38 |
|
|
2022
Q4 | $544K | Sell |
5,231
-972
| -16% | -$101K | 0.45% | 14 |
|
|
2022
Q3 | $501K | Buy |
6,203
+1,396
| +29% | +$113K | 0.43% | 20 |
|
|
2022
Q2 | $394K | Sell |
4,807
-1,230
| -20% | -$101K | 0.33% | 36 |
|
|
2022
Q1 | $522K | Sell |
6,037
-1,568
| -21% | -$136K | 0.44% | 23 |
|
|
2021
Q4 | $551K | Buy |
+7,605
| New | +$551K | 0.41% | 38 |
|