Thrive 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 | – | Sell |
-2,954
| Closed | -$388K | – | 221 |
|
|
2024
Q3 | $388K | Sell |
2,954
-783
| -21% | -$103K | 0.07% | 142 |
|
|
2024
Q2 | $528K | Sell |
3,737
-392
| -9% | -$55.3K | 0.1% | 102 |
|
|
2024
Q1 | $674K | Sell |
4,129
-810
| -16% | -$132K | 0.14% | 90 |
|
|
2023
Q4 | $658K | Sell |
4,939
-783
| -14% | -$104K | 0.15% | 88 |
|
|
2023
Q3 | $687K | Buy |
5,722
+461
| +9% | +$55.4K | 0.18% | 76 |
|
|
2023
Q2 | $502K | Sell |
5,261
-305
| -5% | -$29.1K | 0.13% | 95 |
|
|
2023
Q1 | $564K | Buy |
5,566
+720
| +15% | +$73K | 0.14% | 88 |
|
|
2022
Q4 | $504K | Sell |
4,846
-5
| -0.1% | -$520 | 0.14% | 87 |
|
|
2022
Q3 | $392K | Buy |
4,851
+1,725
| +55% | +$139K | 0.14% | 94 |
|
|
2022
Q2 | $256K | Sell |
3,126
-135
| -4% | -$11.1K | 0.09% | 130 |
|
|
2022
Q1 | $282K | Sell |
3,261
-97
| -3% | -$8.39K | 0.08% | 129 |
|
|
2021
Q4 | $243K | Buy |
+3,358
| New | +$243K | 0.08% | 130 |
|