Willis Johnson & Associates’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,809
| Closed | -$238K | – | 171 |
|
|
2024
Q3 | $238K | Sell |
1,809
-333
| -16% | -$43.8K | 0.02% | 144 |
|
|
2024
Q2 | $302K | Buy |
2,142
+333
| +18% | +$47K | 0.02% | 120 |
|
|
2024
Q1 | $296K | Sell |
1,809
-20
| -1% | -$3.27K | 0.03% | 115 |
|
|
2023
Q4 | $244K | Sell |
1,829
-305
| -14% | -$40.6K | 0.02% | 117 |
|
|
2023
Q3 | $256K | Sell |
2,134
-189
| -8% | -$22.7K | 0.03% | 107 |
|
|
2023
Q2 | $222K | Sell |
2,323
-67
| -3% | -$6.39K | 0.02% | 116 |
|
|
2023
Q1 | $242K | Buy |
2,390
+450
| +23% | +$45.6K | 0.03% | 106 |
|
|
2022
Q4 | $202K | Buy |
+1,940
| New | +$202K | 0.03% | 109 |
|