BFO
Biltmore Family Office’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,659
| Closed | -$205K | – | 287 |
|
|
2025
Q1 | $205K | Buy |
+1,659
| New | +$205K | 0.03% | 203 |
|
|
2024
Q4 | – | Sell |
-1,659
| Closed | -$218K | – | 279 |
|
|
2024
Q3 | $218K | Buy |
1,659
+20
| +1% | +$2.63K | 0.04% | 197 |
|
|
2024
Q2 | $231K | Hold |
1,639
| – | – | 0.04% | 175 |
|
|
2024
Q1 | $268K | Hold |
1,639
| – | – | 0.05% | 163 |
|
|
2023
Q4 | $218K | Buy |
+1,639
| New | +$218K | 0.04% | 180 |
|