Beaumont Financial 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 | $262K | Sell |
2,199
-152
| -6% | -$18.1K | 0.02% | 320 |
|
|
2025
Q1 | $290K | Buy |
2,351
+38
| +2% | +$4.69K | 0.02% | 295 |
|
|
2024
Q4 | $264K | Buy |
2,313
+20
| +0.9% | +$2.28K | 0.02% | 312 |
|
|
2024
Q3 | $301K | Hold |
2,293
| – | – | 0.02% | 273 |
|
|
2024
Q2 | $324K | Buy |
2,293
+15
| +0.7% | +$2.12K | 0.03% | 263 |
|
|
2024
Q1 | $372K | Buy |
2,278
+20
| +0.9% | +$3.27K | 0.03% | 247 |
|
|
2023
Q4 | $301K | Buy |
2,258
+41
| +2% | +$5.46K | 0.03% | 262 |
|
|
2023
Q3 | $266K | Sell |
2,217
-61
| -3% | -$7.33K | 0.03% | 267 |
|
|
2023
Q2 | $217K | Buy |
2,278
+73
| +3% | +$6.96K | 0.02% | 313 |
|
|
2023
Q1 | $224K | Buy |
2,205
+8
| +0.4% | +$811 | 0.02% | 289 |
|
|
2022
Q4 | $229K | Buy |
+2,197
| New | +$229K | 0.02% | 289 |
|