Autumn Glory Partners’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 | $560K | Buy |
4,690
+199
| +4% | +$23.7K | 0.26% | 106 |
|
|
2025
Q1 | $555K | Sell |
4,491
-199
| -4% | -$24.6K | 0.28% | 99 |
|
|
2024
Q4 | $534K | Sell |
4,690
-1,050
| -18% | -$120K | 0.26% | 93 |
|
|
2024
Q3 | $756K | Hold |
5,740
| – | – | 0.29% | 92 |
|
|
2024
Q2 | $810K | Buy |
5,740
+1,000
| +21% | +$141K | 0.41% | 75 |
|
|
2024
Q1 | $774K | Hold |
4,740
| – | – | 0.38% | 74 |
|
|
2023
Q4 | $617K | Buy |
4,740
+199
| +4% | +$25.9K | 0.35% | 79 |
|
|
2023
Q3 | $546K | Sell |
4,541
-500
| -10% | -$60.1K | 0.33% | 78 |
|
|
2023
Q2 | $481K | Hold |
5,041
| – | – | 0.35% | 74 |
|
|
2023
Q1 | $511K | Buy |
5,041
+1,291
| +34% | +$131K | 0.44% | 60 |
|
|
2022
Q4 | $390K | Hold |
3,750
| – | – | 0.21% | 125 |
|
|
2022
Q3 | $303K | Sell |
3,750
-250
| -6% | -$20.2K | 0.2% | 107 |
|
|
2022
Q2 | $328K | Hold |
4,000
| – | – | 0.24% | 98 |
|
|
2022
Q1 | $346K | Hold |
4,000
| – | – | 0.2% | 114 |
|
|
2021
Q4 | $290K | Buy |
+4,000
| New | +$290K | 0.12% | 165 |
|