Blackston Financial Advisory 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 | $205K | Sell |
1,721
-62
| -3% | -$7.4K | 0.09% | 150 |
|
|
2025
Q1 | $220K | Sell |
1,783
-190
| -10% | -$23.5K | 0.11% | 132 |
|
|
2024
Q4 | $225K | Sell |
1,973
-39
| -2% | -$4.44K | 0.11% | 127 |
|
|
2024
Q3 | $264K | Sell |
2,012
-432
| -18% | -$56.8K | 0.14% | 111 |
|
|
2024
Q2 | $345K | Buy |
2,444
+716
| +41% | +$101K | 0.19% | 44 |
|
|
2024
Q1 | $282K | Sell |
1,728
-1,960
| -53% | -$320K | 0.19% | 48 |
|
|
2023
Q4 | $491K | Sell |
3,688
-200
| -5% | -$26.6K | 0.31% | 45 |
|
|
2023
Q3 | $467K | Sell |
3,888
-242
| -6% | -$29.1K | 0.33% | 47 |
|
|
2023
Q2 | $394K | Sell |
4,130
-149
| -3% | -$14.2K | 0.28% | 50 |
|
|
2023
Q1 | $434K | Sell |
4,279
-8
| -0.2% | -$811 | 0.32% | 52 |
|
|
2022
Q4 | $446K | Buy |
4,287
+184
| +4% | +$19.1K | 0.32% | 50 |
|
|
2022
Q3 | $428K | Buy |
4,103
+291
| +8% | +$30.4K | 0.3% | 52 |
|
|
2022
Q2 | $314K | Buy |
+3,812
| New | +$314K | 0.21% | 64 |
|
|
2022
Q1 | – | Sell |
-3,088
| Closed | -$224K | – | 94 |
|
|
2021
Q4 | $224K | Buy |
+3,088
| New | +$224K | 0.13% | 78 |
|