BCM
BluePath Capital Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,858
| Closed | -$847K | – | 105 |
|
|
2025
Q1 | $847K | Buy |
6,858
+828
| +14% | +$102K | 0.49% | 69 |
|
|
2024
Q4 | $699K | Buy |
6,030
+1,227
| +26% | +$142K | 0.38% | 70 |
|
|
2024
Q3 | $631K | Sell |
4,803
-22
| -0.5% | -$2.89K | 0.39% | 71 |
|
|
2024
Q2 | $681K | Buy |
4,825
+613
| +15% | +$86.5K | 0.48% | 63 |
|
|
2024
Q1 | $688K | Sell |
4,212
-804
| -16% | -$131K | 0.52% | 35 |
|
|
2023
Q4 | $649K | Buy |
5,016
+206
| +4% | +$26.7K | 0.55% | 35 |
|
|
2023
Q3 | $578K | Buy |
+4,810
| New | +$578K | 0.53% | 31 |
|