Catalyst Financial Partners’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 | $207K | Buy |
1,735
+38
| +2% | +$4.53K | 0.02% | 290 |
|
|
2025
Q1 | $210K | Buy |
+1,697
| New | +$210K | 0.04% | 269 |
|
|
2024
Q4 | – | Sell |
-1,613
| Closed | -$212K | – | 280 |
|
|
2024
Q3 | $212K | Buy |
1,613
+99
| +7% | +$13K | 0.04% | 260 |
|
|
2024
Q2 | $214K | Buy |
1,514
+74
| +5% | +$10.4K | 0.05% | 231 |
|
|
2024
Q1 | $226K | Buy |
+1,440
| New | +$226K | 0.06% | 207 |
|