Brady Family Wealth’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 | $4.47M | Sell |
37,480
-1,510
| -4% | -$180K | 1.38% | 28 |
|
|
2025
Q1 | $4.81M | Buy |
38,990
+2,362
| +6% | +$292K | 1.54% | 23 |
|
|
2024
Q4 | $4.17M | Sell |
36,628
-419
| -1% | -$47.7K | 1.28% | 29 |
|
|
2024
Q3 | $4.87M | Sell |
37,047
-219
| -0.6% | -$28.8K | 1.46% | 25 |
|
|
2024
Q2 | $5.26M | Buy |
37,266
+346
| +0.9% | +$48.8K | 1.7% | 21 |
|
|
2024
Q1 | $6.03M | Sell |
36,920
-926
| -2% | -$151K | 1.96% | 12 |
|
|
2023
Q4 | $5.04M | Buy |
37,846
+199
| +0.5% | +$26.5K | 1.73% | 18 |
|
|
2023
Q3 | $4.52M | Buy |
37,647
+795
| +2% | +$95.5K | 1.75% | 19 |
|
|
2023
Q2 | $3.51M | Buy |
36,852
+651
| +2% | +$62.1K | 1.31% | 32 |
|
|
2023
Q1 | $3.67M | Buy |
36,201
+2,178
| +6% | +$221K | 1.45% | 27 |
|
|
2022
Q4 | $3.54M | Buy |
+34,023
| New | +$3.54M | 1.46% | 27 |
|