B&D White Capital Company’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 | $286K | Buy |
+2,400
| New | +$286K | 0.04% | 70 |
|
|
2023
Q2 | – | Sell |
-2,432
| Closed | -$247K | – | 67 |
|
|
2023
Q1 | $247K | Hold |
2,432
| – | – | 0.08% | 41 |
|
|
2022
Q4 | $253K | Buy |
+2,432
| New | +$253K | 0.06% | 46 |
|
|
2022
Q2 | – | Sell |
-2,432
| Closed | -$210K | – | 65 |
|
|
2022
Q1 | $210K | Buy |
+2,432
| New | +$210K | 0.07% | 60 |
|