Berger Financial Group’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 | $309K | Sell |
2,592
-530
| -17% | -$63.2K | 0.02% | 328 |
|
|
2025
Q1 | $386K | Sell |
3,122
-36,794
| -92% | -$4.54M | 0.03% | 294 |
|
|
2024
Q4 | $4.55M | Buy |
39,916
+893
| +2% | +$102K | 0.31% | 82 |
|
|
2024
Q3 | $5.13M | Buy |
39,023
+14
| +0% | +$1.84K | 0.37% | 70 |
|
|
2024
Q2 | $5.51M | Sell |
39,009
-254
| -0.6% | -$35.9K | 0.44% | 53 |
|
|
2024
Q1 | $6.41M | Sell |
39,263
-5,924
| -13% | -$968K | 0.53% | 42 |
|
|
2023
Q4 | $6.02M | Sell |
45,187
-1,245
| -3% | -$166K | 0.62% | 37 |
|
|
2023
Q3 | $5.58M | Sell |
46,432
-114
| -0.2% | -$13.7K | 0.64% | 35 |
|
|
2023
Q2 | $4.44M | Sell |
46,546
-1,201
| -3% | -$115K | 0.5% | 60 |
|
|
2023
Q1 | $4.84M | Sell |
47,747
-9,179
| -16% | -$931K | 0.58% | 43 |
|
|
2022
Q4 | $5.92M | Buy |
56,926
+386
| +0.7% | +$40.2K | 0.78% | 31 |
|
|
2022
Q3 | $4.56M | Buy |
56,540
+1,519
| +3% | +$123K | 0.67% | 36 |
|
|
2022
Q2 | $4.51M | Buy |
55,021
+1
| +0% | +$82 | 0.66% | 43 |
|
|
2022
Q1 | $4.75M | Buy |
+55,020
| New | +$4.75M | 0.6% | 44 |
|