Centaurus Financial’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 | $198K | Sell |
1,656
-681
| -29% | -$81.4K | 0.01% | 724 |
|
|
2025
Q1 | $289K | Buy |
2,337
+815
| +54% | +$101K | 0.02% | 586 |
|
|
2024
Q4 | $173K | Sell |
1,522
-99
| -6% | -$11.3K | 0.01% | 693 |
|
|
2024
Q3 | $213K | Sell |
1,621
-50
| -3% | -$6.57K | 0.01% | 631 |
|
|
2024
Q2 | $236K | Sell |
1,671
-13
| -0.8% | -$1.84K | 0.02% | 558 |
|
|
2024
Q1 | $275K | Sell |
1,684
-160
| -9% | -$26.1K | 0.02% | 524 |
|
|
2023
Q4 | $246K | Buy |
1,844
+27
| +1% | +$3.6K | 0.02% | 540 |
|
|
2023
Q3 | $218K | Sell |
1,817
-453
| -20% | -$54.4K | 0.02% | 548 |
|
|
2023
Q2 | $216K | Sell |
2,270
-2,402
| -51% | -$229K | 0.02% | 557 |
|
|
2023
Q1 | $474K | Sell |
4,672
-1,018
| -18% | -$103K | 0.04% | 409 |
|
|
2022
Q4 | $592K | Buy |
5,690
+294
| +5% | +$30.6K | 0.06% | 326 |
|
|
2022
Q3 | $436K | Buy |
5,396
+296
| +6% | +$23.9K | 0.04% | 380 |
|
|
2022
Q2 | $418K | Sell |
5,100
-2,867
| -36% | -$235K | 0.04% | 413 |
|
|
2022
Q1 | $688K | Sell |
7,967
-169
| -2% | -$14.6K | 0.05% | 348 |
|
|
2021
Q4 | $590K | Sell |
8,136
-636
| -7% | -$46.1K | 0.04% | 397 |
|
|
2021
Q3 | $614K | Buy |
8,772
+2,057
| +31% | +$144K | 0.05% | 370 |
|
|
2021
Q2 | $576K | Buy |
6,715
+1,476
| +28% | +$127K | 0.05% | 392 |
|
|
2021
Q1 | $427K | Buy |
5,239
+3,491
| +200% | +$285K | 0.04% | 411 |
|
|
2020
Q4 | $122K | Buy |
+1,748
| New | +$122K | 0.01% | 695 |
|
|
2020
Q3 | – | Sell |
-1,896
| Closed | -$136K | – | 687 |
|
|
2020
Q2 | $136K | Sell |
1,896
-30
| -2% | -$2.15K | 0.02% | 523 |
|
|
2020
Q1 | $103K | Sell |
1,926
-180
| -9% | -$9.63K | 0.02% | 485 |
|
|
2019
Q4 | $235K | Buy |
2,106
+54
| +3% | +$6.03K | 0.03% | 420 |
|
|
2019
Q3 | $210K | Sell |
2,052
-231
| -10% | -$23.6K | 0.03% | 411 |
|
|
2019
Q2 | $214K | Buy |
2,283
+2,101
| +1,154% | +$197K | 0.03% | 411 |
|
|
2019
Q1 | $1.91K | Buy |
182
+82
| +82% | +$860 | 0.01% | 488 |
|
|
2018
Q4 | $1 | Buy |
100
+98
| +4,900% | +$1 | 0.01% | 455 |
|
|
2018
Q3 | $202 | Sell |
2
-5,527
| -100% | -$558K | 0.04% | 378 |
|
|
2018
Q2 | $621K | Buy |
5,529
+4,411
| +395% | +$495K | 0.09% | 251 |
|
|
2018
Q1 | $107K | Buy |
+1,118
| New | +$107K | 0.03% | 430 |
|