AlphaCore Capital’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 | $570K | Buy |
4,782
+2,866
| +150% | +$342K | 0.02% | 347 |
|
|
2025
Q1 | $237K | Buy |
+1,916
| New | +$237K | 0.02% | 403 |
|
|
2024
Q4 | – | Sell |
-4,974
| Closed | -$654K | – | 236 |
|
|
2024
Q3 | $654K | Buy |
4,974
+451
| +10% | +$59.3K | 0.15% | 95 |
|
|
2024
Q2 | $639K | Buy |
4,523
+2,583
| +133% | +$365K | 0.15% | 91 |
|
|
2024
Q1 | $317K | Buy |
+1,940
| New | +$317K | 0.08% | 123 |
|