VIA
Virtus Investment Advisers’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-610
| Closed | -$99.6K | – | 369 |
|
|
2024
Q1 | $99.6K | Sell |
610
-65
| -10% | -$10.6K | 0.07% | 248 |
|
|
2023
Q4 | $89.9K | Hold |
675
| – | – | 0.07% | 246 |
|
|
2023
Q3 | $81.1K | Buy |
+675
| New | +$81.1K | 0.06% | 230 |
|
|
2018
Q1 | – | Sell |
-35,131
| Closed | -$3.55M | – | 343 |
|
|
2017
Q4 | $3.55M | Sell |
35,131
-2,096
| -6% | -$212K | 0.39% | 76 |
|
|
2017
Q3 | $3.41M | Sell |
37,227
-5,375
| -13% | -$492K | 0.36% | 88 |
|
|
2017
Q2 | $3.52M | Sell |
42,602
-6,790
| -14% | -$562K | 0.34% | 93 |
|
|
2017
Q1 | $3.91M | Sell |
49,392
-28,562
| -37% | -$2.26M | 0.35% | 99 |
|
|
2016
Q4 | $6.74M | Sell |
77,954
-6,675
| -8% | -$577K | 0.52% | 51 |
|
|
2016
Q3 | $6.82M | Buy |
+84,629
| New | +$6.82M | 0.44% | 67 |
|