Barrett & 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 | $11.9K | Hold |
100
| – | – | ﹤0.01% | 459 |
|
|
2025
Q1 | $12.3K | Hold |
100
| – | – | 0.01% | 426 |
|
|
2024
Q4 | $11.4K | Hold |
100
| – | – | ﹤0.01% | 425 |
|
|
2024
Q3 | $13.1K | Hold |
100
| – | – | 0.01% | 407 |
|
|
2024
Q2 | $14.1K | Buy |
100
+1
| +1% | +$141 | 0.01% | 402 |
|
|
2024
Q1 | $16.2K | Hold |
99
| – | – | 0.01% | 390 |
|
|
2023
Q4 | $13.2K | Hold |
99
| – | – | 0.01% | 386 |
|
|
2023
Q3 | $11.9K | Hold |
99
| – | – | 0.01% | 397 |
|
|
2023
Q2 | $9.44K | Hold |
99
| – | – | 0.01% | 416 |
|
|
2023
Q1 | $10K | Hold |
99
| – | – | 0.01% | 384 |
|
|
2022
Q4 | $10.3K | Hold |
99
| – | – | 0.01% | 380 |
|
|
2022
Q3 | $10.3K | Buy |
+99
| New | +$10.3K | 0.01% | 380 |
|