VCG
Vantage Consulting Group’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,403
| Closed | -$480K | – | 140 |
|
|
2024
Q2 | $480K | Buy |
3,403
+219
| +7% | +$30.9K | 0.36% | 23 |
|
|
2024
Q1 | $520K | Sell |
3,184
-550
| -15% | -$89.8K | 0.33% | 23 |
|
|
2023
Q4 | $497K | Sell |
3,734
-302
| -7% | -$40.2K | 0.33% | 20 |
|
|
2023
Q3 | $485K | Sell |
4,036
-917
| -19% | -$110K | 0.33% | 24 |
|
|
2023
Q2 | $472K | Sell |
4,953
-79
| -2% | -$7.54K | 0.27% | 43 |
|
|
2023
Q1 | $510K | Sell |
5,032
-199
| -4% | -$20.2K | 0.29% | 41 |
|
|
2022
Q4 | $544K | Sell |
5,231
-972
| -16% | -$101K | 0.32% | 17 |
|
|
2022
Q3 | $501K | Buy |
6,203
+1,396
| +29% | +$113K | 0.29% | 23 |
|
|
2022
Q2 | $394K | Sell |
4,807
-1,230
| -20% | -$101K | 0.22% | 39 |
|
|
2022
Q1 | $522K | Sell |
6,037
-1,568
| -21% | -$136K | 0.2% | 26 |
|
|
2021
Q4 | $551K | Sell |
7,605
-147
| -2% | -$10.7K | 0.15% | 42 |
|
|
2021
Q3 | $543K | Buy |
7,752
+2,143
| +38% | +$150K | 0.12% | 22 |
|
|
2021
Q2 | $481K | Buy |
5,609
+2,574
| +85% | +$221K | 0.08% | 47 |
|
|
2021
Q1 | $247K | Buy |
3,035
+429
| +16% | +$34.9K | 0.05% | 66 |
|
|
2020
Q4 | $182K | Buy |
+2,606
| New | +$182K | 0.01% | 51 |
|