Voya Financial Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,622
| Closed | -$298K | – | 514 |
|
|
2021
Q1 | $298K | Sell |
3,622
-738
| -17% | -$60.7K | 0.01% | 541 |
|
|
2020
Q4 | $308K | Buy |
+4,360
| New | +$308K | 0.01% | 510 |
|
|
2020
Q1 | – | Sell |
-5,652
| Closed | -$624K | – | 625 |
|
|
2019
Q4 | $624K | Sell |
5,652
-143
| -2% | -$15.8K | 0.03% | 357 |
|
|
2019
Q3 | $601K | Sell |
5,795
-440
| -7% | -$45.6K | 0.03% | 347 |
|
|
2019
Q2 | $572K | Sell |
6,235
-4,394
| -41% | -$403K | 0.03% | 360 |
|
|
2019
Q1 | $1.02M | Buy |
10,629
+4,275
| +67% | +$409K | 0.06% | 225 |
|
|
2018
Q4 | $540K | Sell |
6,354
-5,773
| -48% | -$491K | 0.04% | 305 |
|
|
2018
Q3 | $1.37M | Buy |
12,127
+4,144
| +52% | +$468K | 0.08% | 205 |
|
|
2018
Q2 | $892K | Sell |
7,983
-42
| -0.5% | -$4.69K | 0.06% | 231 |
|
|
2018
Q1 | $757K | Buy |
8,025
+136
| +2% | +$12.8K | 0.05% | 257 |
|
|
2017
Q4 | $804K | Sell |
7,889
-757
| -9% | -$77.1K | 0.05% | 255 |
|
|
2017
Q3 | $794K | Sell |
8,646
-425
| -5% | -$39K | 0.05% | 245 |
|
|
2017
Q2 | $743K | Sell |
9,071
-4,114
| -31% | -$337K | 0.05% | 249 |
|
|
2017
Q1 | $1.03M | Buy |
13,185
+385
| +3% | +$30.2K | 0.08% | 186 |
|
|
2016
Q4 | $1.11M | Buy |
12,800
+604
| +5% | +$52.3K | 0.1% | 171 |
|
|
2016
Q3 | $967K | Buy |
12,196
+137
| +1% | +$10.9K | 0.1% | 163 |
|
|
2016
Q2 | $961K | Buy |
12,059
+118
| +1% | +$9.4K | 0.11% | 148 |
|
|
2016
Q1 | $1.05M | Sell |
11,941
-1,736
| -13% | -$152K | 0.15% | 120 |
|
|
2015
Q4 | $1.12M | Sell |
13,677
-233
| -2% | -$19.1K | 0.17% | 101 |
|
|
2015
Q3 | $1.04M | Sell |
13,910
-7,911
| -36% | -$589K | 0.19% | 94 |
|
|
2015
Q2 | $1.71M | Sell |
21,821
-1,919
| -8% | -$151K | 0.3% | 64 |
|
|
2015
Q1 | $1.89M | Buy |
+23,740
| New | +$1.89M | 0.37% | 66 |
|