BCM
Basso Capital Management’s Phillips 66 PSX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $73K | Hold |
612
| – | – | 0.05% | 57 |
|
2025
Q1 | $75.6K | Hold |
612
| – | – | 0.06% | 54 |
|
2024
Q4 | $69.7K | Hold |
612
| – | – | 0.06% | 55 |
|
2024
Q3 | $80.4K | Hold |
612
| – | – | 0.07% | 57 |
|
2024
Q2 | $86.4K | Hold |
612
| – | – | 0.08% | 64 |
|
2024
Q1 | $100K | Hold |
612
| – | – | 0.09% | 60 |
|
2023
Q4 | $81.5K | Sell |
612
-2,000
| -77% | -$266K | 0.08% | 62 |
|
2023
Q3 | $314K | Hold |
2,612
| – | – | 0.35% | 39 |
|
2023
Q2 | $249K | Sell |
2,612
-175
| -6% | -$16.7K | 0.28% | 45 |
|
2023
Q1 | $283K | Hold |
2,787
| – | – | 0.27% | 69 |
|
2022
Q4 | $290K | Buy |
+2,787
| New | +$290K | 0.31% | 64 |
|