BFSG LLC’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 | – | Sell |
-103
| Closed | -$12.7K | – | 698 |
|
|
2025
Q1 | $12.7K | Hold |
103
| – | – | ﹤0.01% | 482 |
|
|
2024
Q4 | $11.7K | Hold |
103
| – | – | ﹤0.01% | 488 |
|
|
2024
Q3 | $13.5K | Hold |
103
| – | – | ﹤0.01% | 474 |
|
|
2024
Q2 | $14.5K | Hold |
103
| – | – | ﹤0.01% | 447 |
|
|
2024
Q1 | $16.8K | Sell |
103
-498
| -83% | -$81.3K | ﹤0.01% | 445 |
|
|
2023
Q4 | $80K | Buy |
+601
| New | +$80K | 0.01% | 315 |
|