Brown, Lisle/Cummings’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 | $86.5K | Buy |
725
+1
| +0.1% | +$119 | 0.02% | 287 |
|
|
2025
Q1 | $89.4K | Buy |
724
+4
| +0.6% | +$494 | 0.03% | 280 |
|
|
2024
Q4 | $82K | Buy |
720
+445
| +162% | +$50.7K | 0.02% | 284 |
|
|
2024
Q3 | $36.1K | Hold |
275
| – | – | 0.01% | 343 |
|
|
2024
Q2 | $38.8K | Hold |
275
| – | – | 0.01% | 331 |
|
|
2024
Q1 | $44.9K | Hold |
275
| – | – | 0.02% | 302 |
|
|
2023
Q4 | $36.6K | Hold |
275
| – | – | 0.01% | 315 |
|
|
2023
Q3 | $33K | Hold |
275
| – | – | 0.01% | 298 |
|
|
2023
Q2 | $26.2K | Hold |
275
| – | – | 0.01% | 315 |
|
|
2023
Q1 | $27.9K | Hold |
275
| – | – | 0.01% | 309 |
|
|
2022
Q4 | $28.6K | Sell |
275
-3
| -1% | -$312 | 0.02% | 300 |
|
|
2022
Q3 | $22.4K | Hold |
278
| – | – | 0.01% | 310 |
|
|
2022
Q2 | $22.8K | Hold |
278
| – | – | 0.01% | 313 |
|
|
2022
Q1 | $24K | Sell |
278
-250
| -47% | -$21.6K | 0.01% | 323 |
|
|
2021
Q4 | $38.3K | Buy |
+528
| New | +$38.3K | 0.02% | 290 |
|