Callan 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
Q1 | $381K | Buy |
3,085
+38
| +1% | +$4.69K | 0.03% | 246 |
|
|
2024
Q4 | $347K | Sell |
3,047
-100
| -3% | -$11.4K | 0.03% | 233 |
|
|
2024
Q3 | $414K | Sell |
3,147
-10
| -0.3% | -$1.31K | 0.03% | 211 |
|
|
2024
Q2 | $446K | Sell |
3,157
-45
| -1% | -$6.35K | 0.04% | 179 |
|
|
2024
Q1 | $523K | Buy |
3,202
+55
| +2% | +$8.98K | 0.05% | 137 |
|
|
2023
Q4 | $419K | Buy |
3,147
+132
| +4% | +$17.6K | 0.04% | 139 |
|
|
2023
Q3 | $362K | Buy |
3,015
+262
| +10% | +$31.5K | 0.04% | 141 |
|
|
2023
Q2 | $263K | Sell |
2,753
-504
| -15% | -$48.1K | 0.03% | 152 |
|
|
2023
Q1 | $330K | Sell |
3,257
-655
| -17% | -$66.4K | 0.04% | 139 |
|
|
2022
Q4 | $407K | Buy |
3,912
+1,289
| +49% | +$134K | 0.05% | 119 |
|
|
2022
Q3 | $212K | Buy |
+2,623
| New | +$212K | 0.03% | 125 |
|