Caitlin John’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 | – | Sell |
-14
| Closed | -$1.6K | – | 618 |
|
|
2024
Q4 | $1.6K | Hold |
14
| – | – | ﹤0.01% | 661 |
|
|
2024
Q3 | $1.82K | Sell |
14
-285
| -95% | -$37K | ﹤0.01% | 656 |
|
|
2024
Q2 | $42.1K | Sell |
299
-2,107
| -88% | -$297K | 0.03% | 257 |
|
|
2024
Q1 | $393K | Buy |
2,406
+191
| +9% | +$31.2K | 0.29% | 78 |
|
|
2023
Q4 | $295K | Buy |
+2,215
| New | +$295K | 0.24% | 92 |
|