Beacon Investment Advisors’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 | $1.11M | Sell |
9,322
-113
| -1% | -$13.5K | 0.48% | 61 |
|
|
2025
Q1 | $1.17M | Buy |
9,435
+19
| +0.2% | +$2.35K | 0.55% | 56 |
|
|
2024
Q4 | $1.07M | Buy |
9,416
+17
| +0.2% | +$1.94K | 0.5% | 59 |
|
|
2024
Q3 | $1.24M | Buy |
9,399
+16
| +0.2% | +$2.1K | 0.58% | 54 |
|
|
2024
Q2 | $1.32M | Buy |
9,383
+4,015
| +75% | +$567K | 0.68% | 46 |
|
|
2024
Q1 | $877K | Buy |
5,368
+95
| +2% | +$15.5K | 0.5% | 59 |
|
|
2023
Q4 | $702K | Buy |
5,273
+216
| +4% | +$28.8K | 0.45% | 64 |
|
|
2023
Q3 | $608K | Buy |
5,057
+19
| +0.4% | +$2.28K | 0.43% | 66 |
|
|
2023
Q2 | $481K | Sell |
5,038
-27
| -0.5% | -$2.58K | 0.33% | 79 |
|
|
2023
Q1 | $513K | Buy |
5,065
+71
| +1% | +$7.2K | 0.37% | 77 |
|
|
2022
Q4 | $520K | Buy |
+4,994
| New | +$520K | 0.43% | 69 |
|