Arvest Investments’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,475
| Closed | -$966K | – | 172 |
|
|
2024
Q4 | $966K | Buy |
8,475
+143
| +2% | +$16.3K | 0.15% | 116 |
|
|
2024
Q3 | $1.1M | Buy |
8,332
+1,074
| +15% | +$141K | 0.17% | 110 |
|
|
2024
Q2 | $1.02M | Buy |
7,258
+60
| +0.8% | +$8.47K | 0.16% | 106 |
|
|
2024
Q1 | $1.18M | Buy |
7,198
+3,346
| +87% | +$547K | 0.19% | 100 |
|
|
2023
Q4 | $513K | Buy |
+3,852
| New | +$513K | 0.08% | 114 |
|