Allegheny Financial Group’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Buy |
2,410
+3
| +0.1% | +$358 | 0.06% | 188 |
|
|
2025
Q1 | $297K | Hold |
2,407
| – | – | 0.08% | 178 |
|
|
2024
Q4 | $274K | Buy |
2,407
+39
| +2% | +$4.44K | 0.07% | 189 |
|
|
2024
Q3 | $311K | Sell |
2,368
-405
| -15% | -$53.2K | 0.08% | 189 |
|
|
2024
Q2 | $391K | Buy |
2,773
+571
| +26% | +$80.6K | 0.11% | 152 |
|
|
2024
Q1 | $360K | Sell |
2,202
-568
| -21% | -$92.8K | 0.11% | 145 |
|
|
2023
Q4 | $369K | Buy |
2,770
+146
| +6% | +$19.4K | 0.12% | 144 |
|
|
2023
Q3 | $315K | Buy |
2,624
+129
| +5% | +$15.5K | 0.12% | 142 |
|
|
2023
Q2 | $238K | Sell |
2,495
-17
| -0.7% | -$1.62K | 0.11% | 134 |
|
|
2023
Q1 | $255K | Buy |
2,512
+68
| +3% | +$6.9K | 0.1% | 141 |
|
|
2022
Q4 | $254K | Buy |
+2,444
| New | +$254K | 0.11% | 140 |
|
|
2022
Q3 | – | Sell |
-2,442
| Closed | -$200K | – | 175 |
|
|
2022
Q2 | $200K | Buy |
2,442
+2
| +0.1% | +$164 | 0.09% | 153 |
|
|
2022
Q1 | $211K | Buy |
+2,440
| New | +$211K | 0.09% | 148 |
|
|
2021
Q3 | – | Sell |
-2,435
| Closed | -$209K | – | 153 |
|
|
2021
Q2 | $209K | Buy |
+2,435
| New | +$209K | 0.09% | 139 |
|