CAAS Capital Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $185K | Buy |
+1,500
| New | +$185K | 0.02% | 121 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 228 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 206 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 233 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 302 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 343 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 390 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 425 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 601 |
|
|
2022
Q2 | – | Sell |
-89,967
| Closed | -$7.77M | – | 628 |
|
|
2022
Q1 | $7.77M | Buy |
+89,967
| New | +$7.77M | 0.32% | 22 |
|