Catalina Capital Group’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 | $222K | Buy |
1,858
+177
| +11% | +$21.1K | 0.15% | 121 |
|
|
2025
Q1 | $208K | Sell |
1,681
-1,124
| -40% | -$139K | 0.14% | 152 |
|
|
2024
Q4 | $320K | Buy |
2,805
+33
| +1% | +$3.76K | 0.11% | 197 |
|
|
2024
Q3 | $364K | Sell |
2,772
-325
| -10% | -$42.7K | 0.12% | 170 |
|
|
2024
Q2 | $437K | Buy |
3,097
+307
| +11% | +$43.3K | 0.16% | 131 |
|
|
2024
Q1 | $456K | Buy |
2,790
+900
| +48% | +$147K | 0.19% | 112 |
|
|
2023
Q4 | $252K | Buy |
+1,890
| New | +$252K | 0.17% | 106 |
|