Argonautica Private Wealth Management’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 | $2.29M | Sell |
19,219
-896
| -4% | -$107K | 0.73% | 45 |
|
|
2025
Q1 | $2.48M | Buy |
20,115
+232
| +1% | +$28.6K | 0.85% | 42 |
|
|
2024
Q4 | $2.27M | Sell |
19,883
-86
| -0.4% | -$9.8K | 0.73% | 43 |
|
|
2024
Q3 | $2.62M | Buy |
19,969
+129
| +0.7% | +$17K | 0.87% | 37 |
|
|
2024
Q2 | $2.8M | Sell |
19,840
-71
| -0.4% | -$10K | 0.96% | 28 |
|
|
2024
Q1 | $3.25M | Buy |
19,911
+288
| +1% | +$47K | 1.17% | 22 |
|
|
2023
Q4 | $2.61M | Sell |
19,623
-147
| -0.7% | -$19.6K | 1.07% | 26 |
|
|
2023
Q3 | $2.38M | Buy |
19,770
+190
| +1% | +$22.8K | 1.07% | 29 |
|
|
2023
Q2 | $1.87M | Buy |
19,580
+190
| +1% | +$18.1K | 0.84% | 36 |
|
|
2023
Q1 | $1.97M | Sell |
19,390
-3,396
| -15% | -$344K | 0.99% | 35 |
|
|
2022
Q4 | $2.37M | Buy |
+22,786
| New | +$2.37M | 1.21% | 30 |
|