Bleakley 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 | $1.57M | Buy |
+13,202
| New | +$1.57M | 0.04% | 310 |
|
|
2025
Q1 | – | Sell |
-8,673
| Closed | -$988K | – | 866 |
|
|
2024
Q4 | $988K | Buy |
8,673
+78
| +0.9% | +$8.89K | 0.03% | 416 |
|
|
2024
Q3 | $1.13M | Sell |
8,595
-332
| -4% | -$43.6K | 0.03% | 383 |
|
|
2024
Q2 | $1.26M | Buy |
8,927
+278
| +3% | +$39.2K | 0.04% | 369 |
|
|
2024
Q1 | $1.41M | Buy |
8,649
+407
| +5% | +$66.5K | 0.04% | 357 |
|
|
2023
Q4 | $1.1M | Buy |
8,242
+362
| +5% | +$48.2K | 0.03% | 380 |
|
|
2023
Q3 | $947K | Sell |
7,880
-2,085
| -21% | -$251K | 0.03% | 390 |
|
|
2023
Q2 | $950K | Buy |
9,965
+378
| +4% | +$36.1K | 0.03% | 412 |
|
|
2023
Q1 | $972K | Sell |
9,587
-591
| -6% | -$59.9K | 0.03% | 392 |
|
|
2022
Q4 | $1.06M | Buy |
+10,178
| New | +$1.06M | 0.04% | 365 |
|