Worth Asset 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 |
-415
| Closed | -$39.6K | – | 334 |
|
|
2023
Q2 | $39.6K | Buy |
415
+2
| +0.5% | +$191 | 0.03% | 200 |
|
|
2023
Q1 | $41.9K | Buy |
413
+1
| +0.2% | +$101 | 0.03% | 189 |
|
|
2022
Q4 | $42.8K | Buy |
412
+2
| +0.5% | +$208 | 0.03% | 197 |
|
|
2022
Q3 | $33K | Buy |
410
+59
| +17% | +$4.75K | 0.02% | 186 |
|
|
2022
Q2 | $29K | Buy |
351
+1
| +0.3% | +$83 | 0.02% | 258 |
|
|
2022
Q1 | $32K | Buy |
+350
| New | +$32K | 0.02% | 259 |
|