Syverson Strege & Co’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-604
| Closed | -$62.9K | – | 678 |
|
|
2022
Q4 | $62.9K | Hold |
604
| – | – | 0.03% | 116 |
|
|
2022
Q3 | $49K | Hold |
604
| – | – | 0.02% | 119 |
|
|
2022
Q2 | $50K | Hold |
604
| – | – | 0.02% | 125 |
|
|
2022
Q1 | $52K | Hold |
604
| – | – | 0.06% | 122 |
|
|
2021
Q4 | $44K | Hold |
604
| – | – | 0.03% | 142 |
|
|
2021
Q3 | $42K | Hold |
604
| – | – | 0.03% | 148 |
|
|
2021
Q2 | $52K | Hold |
604
| – | – | 0.05% | 130 |
|
|
2021
Q1 | $49K | Hold |
604
| – | – | 0.05% | 121 |
|
|
2020
Q4 | $42K | Buy |
+604
| New | +$42K | 0.04% | 121 |
|