Bruce G. Allen Investments’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 | $25.4K | Sell |
213
-27
| -11% | -$3.22K | 0.02% | 359 |
|
|
2025
Q1 | $29.6K | Buy |
240
+21
| +10% | +$2.59K | 0.02% | 328 |
|
|
2024
Q4 | $25K | Buy |
219
+20
| +10% | +$2.28K | 0.02% | 356 |
|
|
2024
Q3 | $26.2K | Sell |
199
-18
| -8% | -$2.37K | 0.02% | 357 |
|
|
2024
Q2 | $30.6K | Sell |
217
-60
| -22% | -$8.47K | 0.03% | 320 |
|
|
2024
Q1 | $45.2K | Buy |
277
+9
| +3% | +$1.47K | 0.04% | 256 |
|
|
2023
Q4 | $35.7K | Buy |
+268
| New | +$35.7K | 0.03% | 293 |
|