Your Advocates Ltd’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,334
| Closed | -$577K | – | 246 |
|
|
2023
Q4 | $577K | Buy |
4,334
+35
| +0.8% | +$4.66K | 0.23% | 22 |
|
|
2023
Q3 | $517K | Buy |
4,299
+38
| +0.9% | +$4.57K | 0.31% | 24 |
|
|
2023
Q2 | $406K | Buy |
4,261
+47
| +1% | +$4.48K | 0.21% | 22 |
|
|
2023
Q1 | $427K | Buy |
4,214
+41
| +1% | +$4.16K | 0.23% | 22 |
|
|
2022
Q4 | $434K | Buy |
4,173
+667
| +19% | +$69.4K | 0.25% | 26 |
|
|
2022
Q3 | $283K | Buy |
3,506
+47
| +1% | +$3.79K | 0.17% | 26 |
|
|
2022
Q2 | $284K | Sell |
3,459
-617
| -15% | -$50.7K | 0.17% | 23 |
|
|
2022
Q1 | $352K | Sell |
4,076
-1,349
| -25% | -$116K | 0.2% | 22 |
|
|
2021
Q4 | $393K | Sell |
5,425
-31
| -0.6% | -$2.25K | 0.22% | 21 |
|
|
2021
Q3 | $382K | Sell |
5,456
-211
| -4% | -$14.8K | 0.25% | 18 |
|
|
2021
Q2 | $486K | Sell |
5,667
-42
| -0.7% | -$3.6K | 0.32% | 17 |
|
|
2021
Q1 | $466K | Buy |
5,709
+31
| +0.5% | +$2.53K | 0.34% | 16 |
|
|
2020
Q4 | $397K | Buy |
5,678
+388
| +7% | +$27.1K | 0.29% | 16 |
|
|
2020
Q3 | $274K | Buy |
5,290
+111
| +2% | +$5.75K | 0.22% | 17 |
|
|
2020
Q2 | $330K | Buy |
5,179
+941
| +22% | +$60K | 0.23% | 19 |
|
|
2020
Q1 | $227K | Buy |
4,238
+73
| +2% | +$3.91K | 0.2% | 20 |
|
|
2019
Q4 | $464K | Buy |
+4,165
| New | +$464K | 0.37% | 18 |
|