Woodley Farra Manion Portfolio Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,229
| Closed | -$213K | – | 107 |
|
|
2023
Q2 | $213K | Sell |
2,229
-65
| -3% | -$6.2K | 0.01% | 92 |
|
|
2023
Q1 | $233K | Hold |
2,294
| – | – | 0.02% | 87 |
|
|
2022
Q4 | $239K | Buy |
+2,294
| New | +$239K | 0.02% | 85 |
|
|
2020
Q3 | – | Sell |
-1,184
| Closed | -$85K | – | 319 |
|
|
2020
Q2 | $85K | Hold |
1,184
| – | – | 0.01% | 127 |
|
|
2020
Q1 | $64K | Sell |
1,184
-25
| -2% | -$1.35K | 0.01% | 143 |
|
|
2019
Q4 | $135K | Buy |
+1,209
| New | +$135K | 0.01% | 109 |
|