Caldwell Sutter Capital’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 | $162K | Sell |
1,358
-39
| -3% | -$4.65K | 0.07% | 230 |
|
|
2025
Q1 | $173K | Sell |
1,397
-7
| -0.5% | -$865 | 0.08% | 216 |
|
|
2024
Q4 | $160K | Sell |
1,404
-20
| -1% | -$2.28K | 0.07% | 222 |
|
|
2024
Q3 | $187K | Sell |
1,424
-1
| -0.1% | -$131 | 0.09% | 214 |
|
|
2024
Q2 | $201K | Sell |
1,425
-15
| -1% | -$2.12K | 0.1% | 200 |
|
|
2024
Q1 | $235K | Sell |
1,440
-44
| -3% | -$7.19K | 0.11% | 175 |
|
|
2023
Q4 | $198K | Sell |
1,484
-66
| -4% | -$8.79K | 0.1% | 191 |
|
|
2023
Q3 | $186K | Sell |
1,550
-14
| -0.9% | -$1.68K | 0.1% | 181 |
|
|
2023
Q2 | $149K | Buy |
1,564
+912
| +140% | +$87K | 0.08% | 212 |
|
|
2023
Q1 | $66.1K | Buy |
+652
| New | +$66.1K | 0.05% | 224 |
|