CBIZ Investment Advisory Services’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 | $38.8K | Sell |
325
-10
| -3% | -$1.19K | ﹤0.01% | 160 |
|
|
2025
Q1 | $41.4K | Hold |
335
| – | – | ﹤0.01% | 131 |
|
|
2024
Q4 | $38.2K | Buy |
335
+15
| +5% | +$1.71K | ﹤0.01% | 132 |
|
|
2024
Q3 | $42.1K | Hold |
320
| – | – | ﹤0.01% | 119 |
|
|
2024
Q2 | $45.2K | Hold |
320
| – | – | ﹤0.01% | 112 |
|
|
2024
Q1 | $52.3K | Buy |
+320
| New | +$52.3K | ﹤0.01% | 101 |
|