Brooklyn Investment 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 | $573K | Buy |
4,805
+1,536
| +47% | +$183K | 0.08% | 261 |
|
2025
Q1 | $404K | Buy |
3,269
+1,123
| +52% | +$139K | 0.09% | 203 |
|
2024
Q4 | $244K | Buy |
2,146
+621
| +41% | +$70.8K | 0.07% | 220 |
|
2024
Q3 | $200K | Buy |
1,525
+19
| +1% | +$2.5K | 0.07% | 240 |
|
2024
Q2 | $246K | Hold |
1,506
| – | – | 0.11% | 194 |
|
2024
Q1 | $246K | Hold |
1,506
| – | – | 0.11% | 194 |
|
2023
Q4 | $201K | Buy |
+1,506
| New | +$201K | 0.1% | 219 |
|