Capital Market Strategies’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 | $279K | Sell |
2,339
-200
| -8% | -$23.9K | 0.19% | 103 |
|
|
2025
Q1 | $314K | Hold |
2,539
| – | – | 0.21% | 94 |
|
|
2024
Q4 | $289K | Hold |
2,539
| – | – | 0.17% | 115 |
|
|
2024
Q3 | $334K | Sell |
2,539
-70
| -3% | -$9.2K | 0.2% | 101 |
|
|
2024
Q2 | $368K | Buy |
2,609
+500
| +24% | +$70.6K | 0.23% | 88 |
|
|
2024
Q1 | $344K | Sell |
2,109
-87
| -4% | -$14.2K | 0.26% | 85 |
|
|
2023
Q4 | $292K | Buy |
2,196
+333
| +18% | +$44.3K | 0.26% | 101 |
|
|
2023
Q3 | $215K | Buy |
+1,863
| New | +$215K | 0.21% | 121 |
|