The Family Firm’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,243
| Closed | -$176K | – | 684 |
|
|
2024
Q2 | $176K | Buy |
1,243
+1
| +0.1% | +$141 | 0.04% | 212 |
|
|
2024
Q1 | $203K | Buy |
+1,242
| New | +$203K | 0.05% | 192 |
|
|
2018
Q4 | – | Sell |
-1,778
| Closed | -$200K | – | 139 |
|
|
2018
Q3 | $200K | Sell |
1,778
-48
| -3% | -$5.4K | 0.07% | 137 |
|
|
2018
Q2 | $205K | Buy |
+1,826
| New | +$205K | 0.08% | 129 |
|
|
2016
Q2 | – | Sell |
-2,370
| Closed | -$205K | – | 118 |
|
|
2016
Q1 | $205K | Buy |
+2,370
| New | +$205K | 0.1% | 103 |
|