Tiedemann Advisors’s Phillips 66 PSX Stock Holding History

Tiedemann Advisors’s Portfolio PSX Stock Details PSX Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$349K	Buy	2,904 +184	+7%	+$22.1K	0.02%	204
2023 Q2	$259K	Buy	2,720 +12	+0.4%	+$1.15K	0.01%	215
2023 Q1	$275K	Buy	2,708 +42	+2%	+$4.26K	0.01%	207
2022 Q4	$277K	Buy	2,666 +27	+1%	+$2.81K	0.01%	203
2022 Q3	$214K	Sell	2,639 -8,298	-76%	-$673K	0.01%	211
2022 Q2	$896K	Sell	10,937 -5,733	-34%	-$470K	0.07%	120
2022 Q1	$1.44M	Buy	16,670 +8,001	+92%	+$690K	0.07%	116
2021 Q4	$628K	Sell	8,669 -487	-5%	-$35.3K	0.03%	173
2021 Q3	$642K	Sell	9,156 -124	-1%	-$8.7K	0.03%	169
2021 Q2	$796K	Sell	9,280 -147	-2%	-$12.6K	0.03%	189
2021 Q1	$769K	Buy	9,427 +1,109	+13%	+$90.5K	0.03%	182
2020 Q4	$581K	Hold	8,318	–	–	0.03%	193
2020 Q3	$432K	Buy	8,318 +317	+4%	+$16.5K	0.02%	234
2020 Q2	$577K	Sell	8,001 -806	-9%	-$58.1K	0.03%	203
2020 Q1	$472K	Buy	8,807 +662	+8%	+$35.5K	0.03%	208
2019 Q4	$907K	Sell	8,145 -810	-9%	-$90.2K	0.04%	170
2019 Q3	$917K	Sell	8,955 -581	-6%	-$59.5K	0.04%	180
2019 Q2	$893K	Sell	9,536 -5,622	-37%	-$526K	0.04%	161
2019 Q1	$1.44M	Buy	15,158 +5,025	+50%	+$478K	0.07%	166
2018 Q4	$872K	Buy	10,133 +866	+9%	+$74.5K	0.04%	220
2018 Q3	$1.04M	Buy	9,267 +974	+12%	+$110K	0.06%	164
2018 Q2	$931K	Buy	8,293 +580	+8%	+$65.1K	0.06%	169
2018 Q1	$741K	Buy	7,713 +2,167	+39%	+$208K	0.05%	167
2017 Q4	$559K	Sell	5,546 -6,137	-53%	-$619K	0.04%	147
2017 Q3	$1.02M	Sell	11,683 -11,566	-50%	-$1.01M	0.09%	145
2017 Q2	$1.92M	Sell	23,249 -1,443	-6%	-$119K	0.14%	129
2017 Q1	$1.69M	Buy	24,692 +5,033	+26%	+$344K	0.14%	128
2016 Q4	$1.41M	Sell	19,659 -2,630	-12%	-$188K	0.14%	115
2016 Q3	$2.04M	Buy	22,289 +18,216	+447%	+$1.67M	0.42%	29
2016 Q2	$323K	Hold	4,073	–	–	0.31%	49
2016 Q1	$353K	Sell	4,073 -1,094	-21%	-$94.8K	0.28%	47
2015 Q4	$423K	Buy	+5,167	New	+$423K	0.16%	46