Burkett Financial Services’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 | $17.9K | Buy |
150
+2
| +1% | +$238 | 0.01% | 132 |
|
|
2025
Q1 | $18.3K | Buy |
148
+1
| +0.7% | +$124 | 0.01% | 140 |
|
|
2024
Q4 | $16.7K | Buy |
147
+1
| +0.7% | +$114 | 0.01% | 127 |
|
|
2024
Q3 | $19.2K | Buy |
146
+26
| +22% | +$3.41K | 0.01% | 116 |
|
|
2024
Q2 | $16.9K | Buy |
120
+1
| +0.8% | +$141 | 0.01% | 118 |
|
|
2024
Q1 | $19.4K | Buy |
119
+1
| +0.8% | +$163 | 0.01% | 121 |
|
|
2023
Q4 | $15.7K | Buy |
+118
| New | +$15.7K | 0.01% | 123 |
|