Tandem Investment Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,237
| Closed | -$202K | – | 88 |
|
|
2024
Q1 | $202K | Buy |
+1,237
| New | +$202K | 0.01% | 87 |
|
|
2018
Q4 | – | Sell |
-1,919
| Closed | -$216K | – | 70 |
|
|
2018
Q3 | $216K | Buy |
+1,919
| New | +$216K | 0.06% | 59 |
|
|
2017
Q1 | – | Sell |
-2,675
| Closed | -$231K | – | 57 |
|
|
2016
Q4 | $231K | Buy |
+2,675
| New | +$231K | 0.11% | 54 |
|