Beacon Capital Management LLC (Tennessee)’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 | $104K | Buy |
874
+36
| +4% | +$4.29K | 0.01% | 199 |
|
|
2025
Q1 | $103K | Buy |
838
+7
| +0.8% | +$865 | 0.01% | 201 |
|
|
2024
Q4 | $94.6K | Buy |
831
+100
| +14% | +$11.4K | 0.01% | 205 |
|
|
2024
Q3 | $96.1K | Buy |
731
+246
| +51% | +$32.3K | 0.01% | 201 |
|
|
2024
Q2 | $68.5K | Sell |
485
-24
| -5% | -$3.39K | 0.01% | 236 |
|
|
2024
Q1 | $83.1K | Buy |
509
+219
| +76% | +$35.8K | 0.02% | 194 |
|
|
2023
Q4 | $34.8K | Hold |
290
| – | – | 0.01% | 287 |
|
|
2023
Q3 | $27.7K | Hold |
290
| – | – | 0.01% | 354 |
|
|
2023
Q2 | $27.7K | Sell |
290
-29
| -9% | -$2.77K | 0.01% | 354 |
|
|
2023
Q1 | $32.3K | Hold |
319
| – | – | 0.01% | 287 |
|
|
2022
Q4 | $33.2K | Sell |
319
-459
| -59% | -$47.8K | 0.01% | 285 |
|
|
2022
Q3 | $63K | Hold |
778
| – | – | 0.02% | 186 |
|
|
2022
Q2 | $68K | Hold |
778
| – | – | 0.02% | 197 |
|
|
2022
Q1 | $68K | Buy |
+778
| New | +$68K | 0.02% | 197 |
|