Brandywine Oak Private 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 | $388K | Sell |
3,253
-160
| -5% | -$19.1K | 0.04% | 169 |
|
|
2025
Q1 | $421K | Sell |
3,413
-198
| -5% | -$24.5K | 0.04% | 158 |
|
|
2024
Q4 | $411K | Sell |
3,611
-373
| -9% | -$42.5K | 0.04% | 162 |
|
|
2024
Q3 | $524K | Buy |
3,984
+251
| +7% | +$33K | 0.05% | 145 |
|
|
2024
Q2 | $527K | Sell |
3,733
-7
| -0.2% | -$988 | 0.05% | 142 |
|
|
2024
Q1 | $611K | Buy |
3,740
+3
| +0.1% | +$490 | 0.06% | 134 |
|
|
2023
Q4 | $498K | Sell |
3,737
-10
| -0.3% | -$1.33K | 0.06% | 146 |
|
|
2023
Q3 | $450K | Sell |
3,747
-168
| -4% | -$20.2K | 0.05% | 151 |
|
|
2023
Q2 | $373K | Sell |
3,915
-100
| -2% | -$9.54K | 0.04% | 178 |
|
|
2023
Q1 | $407K | Sell |
4,015
-89
| -2% | -$9.02K | 0.05% | 170 |
|
|
2022
Q4 | $427K | Sell |
4,104
-1,073
| -21% | -$112K | 0.05% | 167 |
|
|
2022
Q3 | $417K | Sell |
5,177
-16
| -0.3% | -$1.29K | 0.06% | 173 |
|
|
2022
Q2 | $425K | Buy |
5,193
+4
| +0.1% | +$327 | 0.05% | 193 |
|
|
2022
Q1 | $448K | Sell |
5,189
-94
| -2% | -$8.12K | 0.05% | 205 |
|
|
2021
Q4 | $382K | Sell |
5,283
-81
| -2% | -$5.86K | 0.04% | 226 |
|
|
2021
Q3 | $375K | Sell |
5,364
-668
| -11% | -$46.7K | 0.04% | 221 |
|
|
2021
Q2 | $517K | Buy |
6,032
+555
| +10% | +$47.6K | 0.06% | 189 |
|
|
2021
Q1 | $446K | Buy |
5,477
+27
| +0.5% | +$2.2K | 0.07% | 158 |
|
|
2020
Q4 | $381K | Sell |
5,450
-98
| -2% | -$6.85K | 0.06% | 168 |
|
|
2020
Q3 | $287K | Sell |
5,548
-748
| -12% | -$38.7K | 0.05% | 190 |
|
|
2020
Q2 | $452K | Buy |
6,296
+693
| +12% | +$49.8K | 0.08% | 142 |
|
|
2020
Q1 | $300K | Sell |
5,603
-24
| -0.4% | -$1.29K | 0.06% | 157 |
|
|
2019
Q4 | $626K | Sell |
5,627
-142
| -2% | -$15.8K | 0.11% | 94 |
|
|
2019
Q3 | $590K | Buy |
5,769
+469
| +9% | +$48K | 0.11% | 93 |
|
|
2019
Q2 | $495K | Buy |
5,300
+528
| +11% | +$49.3K | 0.1% | 107 |
|
|
2019
Q1 | $454K | Sell |
4,772
-457
| -9% | -$43.5K | 0.09% | 110 |
|
|
2018
Q4 | $450K | Buy |
+5,229
| New | +$450K | 0.1% | 103 |
|