CFM
Catalyst Funds Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,800
| Closed | -$433K | – | 562 |
|
|
2024
Q4 | $433K | Sell |
3,800
-600
| -14% | -$68.4K | 0.11% | 172 |
|
|
2024
Q3 | $578K | Buy |
4,400
+3,200
| +267% | +$421K | 0.13% | 116 |
|
|
2024
Q2 | $169K | Sell |
1,200
-31,400
| -96% | -$4.43M | 0.05% | 223 |
|
|
2024
Q1 | $5.32M | Buy |
+32,600
| New | +$5.32M | 1.49% | 8 |
|