Bennett Associates Wealth Management’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 | $544K | Buy |
4,560
+697
| +18% | +$83.2K | 0.42% | 25 |
|
|
2025
Q1 | $477K | Sell |
3,863
-437
| -10% | -$54K | 0.39% | 24 |
|
|
2024
Q4 | $490K | Buy |
4,300
+421
| +11% | +$48K | 0.41% | 25 |
|
|
2024
Q3 | $510K | Buy |
3,879
+134
| +4% | +$17.6K | 0.42% | 27 |
|
|
2024
Q2 | $529K | Sell |
3,745
-348
| -9% | -$49.1K | 0.48% | 23 |
|
|
2024
Q1 | $669K | Sell |
4,093
-487
| -11% | -$79.5K | 0.6% | 23 |
|
|
2023
Q4 | $610K | Buy |
+4,580
| New | +$610K | 0.59% | 21 |
|