WestEnd Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2
| Closed | -$163 | – | 293 |
|
|
2022
Q2 | $163 | Buy |
+2
| New | +$163 | ﹤0.01% | 233 |
|
|
2022
Q1 | – | Sell |
-3
| Closed | -$217 | – | 246 |
|
|
2021
Q4 | $217 | Buy |
+3
| New | +$217 | ﹤0.01% | 253 |
|
|
2021
Q3 | – | Hold |
0
| – | -$429K | – | 237 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 161 |
|