WealthPLAN Partners’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,320
| Closed | -$216K | – | 318 |
|
|
2024
Q1 | $216K | Buy |
+1,320
| New | +$216K | 0.02% | 289 |
|
|
2023
Q3 | – | Sell |
-1,299
| Closed | -$124K | – | 927 |
|
|
2023
Q2 | $124K | Buy |
1,299
+192
| +17% | +$18.3K | 0.02% | 363 |
|
|
2023
Q1 | $112K | Buy |
+1,107
| New | +$112K | 0.01% | 403 |
|
|
2017
Q2 | – | Sell |
-150
| Closed | -$11.6K | – | 361 |
|
|
2017
Q1 | $11.6K | Buy |
+150
| New | +$11.6K | 0.04% | 248 |
|
|
2016
Q3 | $128K | Buy |
1,598
+204
| +15% | +$16.3K | 0.04% | 204 |
|
|
2016
Q2 | $87.1K | Buy |
+1,394
| New | +$87.1K | 0.01% | 663 |
|
|
2015
Q4 | $45.1K | Buy |
+1,550
| New | +$45.1K | 0.01% | 658 |
|
|
2015
Q2 | – | Sell |
-283
| Closed | -$22K | – | 494 |
|
|
2015
Q1 | $22K | Buy |
+283
| New | +$22K | 0.01% | 312 |
|