Certuity’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 | $693K | Buy |
5,808
+4
| +0.1% | +$477 | 0.07% | 167 |
|
|
2025
Q1 | $717K | Sell |
5,804
-8
| -0.1% | -$988 | 0.08% | 150 |
|
|
2024
Q4 | $662K | Sell |
5,812
-242
| -4% | -$27.6K | 0.07% | 149 |
|
|
2024
Q3 | $796K | Sell |
6,054
-378
| -6% | -$49.7K | 0.09% | 146 |
|
|
2024
Q2 | $908K | Buy |
6,432
+2,642
| +70% | +$373K | 0.07% | 134 |
|
|
2024
Q1 | $619K | Sell |
3,790
-2,356
| -38% | -$385K | 0.05% | 156 |
|
|
2023
Q4 | $818K | Buy |
+6,146
| New | +$818K | 0.08% | 128 |
|