Apricus Wealth’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 | $227K | Buy |
+1,900
| New | +$227K | 0.13% | 102 |
|
2024
Q3 | – | Sell |
-1,500
| Closed | -$212K | – | 94 |
|
2024
Q2 | $212K | Sell |
1,500
-550
| -27% | -$77.6K | 0.15% | 88 |
|
2024
Q1 | $335K | Sell |
2,050
-16,100
| -89% | -$2.63M | 0.24% | 77 |
|
2023
Q4 | $2.42M | Buy |
18,150
+285
| +2% | +$37.9K | 1.84% | 26 |
|
2023
Q3 | $1.98M | Sell |
17,865
-150
| -0.8% | -$16.6K | 1.73% | 27 |
|
2023
Q2 | $1.78M | Sell |
18,015
-25
| -0.1% | -$2.48K | 1.57% | 29 |
|
2023
Q1 | $1.83M | Sell |
18,040
-200
| -1% | -$20.3K | 1.67% | 30 |
|
2022
Q4 | $1.9M | Sell |
18,240
-540
| -3% | -$56.2K | 1.73% | 29 |
|
2022
Q3 | $1.52M | Sell |
18,780
-855
| -4% | -$69K | 1.51% | 32 |
|
2022
Q2 | $1.61M | Sell |
19,635
-750
| -4% | -$61.5K | 1.47% | 34 |
|
2022
Q1 | $1.81M | Buy |
20,385
+1,785
| +10% | +$159K | 1.48% | 34 |
|
2021
Q4 | $1.35M | Buy |
+18,600
| New | +$1.35M | 1.2% | 35 |
|