Blue Trust Inc’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 | $434K | Buy |
3,636
+65
| +2% | +$7.75K | 0.01% | 498 |
|
|
2025
Q1 | $441K | Buy |
3,571
+18
| +0.5% | +$2.22K | 0.01% | 443 |
|
|
2024
Q4 | $405K | Sell |
3,553
-3,415
| -49% | -$389K | 0.01% | 434 |
|
|
2024
Q3 | $984K | Buy |
6,968
+3,205
| +85% | +$452K | 0.01% | 277 |
|
|
2024
Q2 | $615K | Buy |
3,763
+1,033
| +38% | +$169K | 0.01% | 315 |
|
|
2024
Q1 | $446K | Sell |
2,730
-869
| -24% | -$142K | 0.01% | 292 |
|
|
2023
Q4 | $432K | Sell |
3,599
-368
| -9% | -$44.2K | 0.01% | 269 |
|
|
2023
Q3 | $378K | Buy |
3,967
+665
| +20% | +$63.4K | 0.01% | 301 |
|
|
2023
Q2 | $335K | Sell |
3,302
-3,006
| -48% | -$305K | 0.01% | 290 |
|
|
2023
Q1 | $656K | Buy |
6,308
+139
| +2% | +$14.5K | 0.01% | 234 |
|
|
2022
Q4 | $498K | Buy |
6,169
+1,943
| +46% | +$157K | 0.01% | 256 |
|
|
2022
Q3 | $346K | Buy |
4,226
+824
| +24% | +$67.5K | 0.01% | 252 |
|
|
2022
Q2 | $294K | Buy |
+3,402
| New | +$294K | ﹤0.01% | 262 |
|