Center for Financial Planning’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 | $6.8K | Hold |
57
| – | – | ﹤0.01% | 492 |
|
|
2025
Q1 | $7.04K | Hold |
57
| – | – | ﹤0.01% | 504 |
|
|
2024
Q4 | $6.5K | Hold |
57
| – | – | ﹤0.01% | 463 |
|
|
2024
Q3 | $7.49K | Hold |
57
| – | – | ﹤0.01% | 429 |
|
|
2024
Q2 | $8.05K | Hold |
57
| – | – | ﹤0.01% | 419 |
|
|
2024
Q1 | $9.31K | Buy |
57
+50
| +714% | +$8.17K | ﹤0.01% | 415 |
|
|
2023
Q4 | $932 | Hold |
7
| – | – | ﹤0.01% | 487 |
|
|
2023
Q3 | $842 | Hold |
7
| – | – | ﹤0.01% | 487 |
|
|
2023
Q2 | $668 | Hold |
7
| – | – | ﹤0.01% | 535 |
|
|
2023
Q1 | $710 | Hold |
7
| – | – | ﹤0.01% | 491 |
|
|
2022
Q4 | $729 | Hold |
7
| – | – | ﹤0.01% | 494 |
|
|
2022
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 611 |
|
|
2022
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 510 |
|
|
2022
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 516 |
|
|
2021
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 522 |
|
|
2021
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 519 |
|
|
2021
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 483 |
|
|
2021
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 514 |
|
|
2020
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 480 |
|
|
2020
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 464 |
|
|
2020
Q2 | $1K | Sell |
7
-2,452
| -100% | -$350K | ﹤0.01% | 432 |
|
|
2020
Q1 | $132K | Hold |
2,459
| – | – | 0.04% | 124 |
|
|
2019
Q4 | $274K | Buy |
+2,459
| New | +$274K | 0.07% | 97 |
|