CFO4Life Group’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 | $283K | Sell |
2,375
-87
| -4% | -$10.4K | 0.04% | 177 |
|
|
2025
Q1 | $304K | Buy |
2,462
+25
| +1% | +$3.09K | 0.05% | 156 |
|
|
2024
Q4 | $278K | Sell |
2,437
-53
| -2% | -$6.04K | 0.05% | 162 |
|
|
2024
Q3 | $327K | Buy |
2,490
+38
| +2% | +$5K | 0.06% | 150 |
|
|
2024
Q2 | $346K | Sell |
2,452
-5,018
| -67% | -$708K | 0.07% | 138 |
|
|
2024
Q1 | $1.22M | Sell |
7,470
-1,116
| -13% | -$182K | 0.22% | 56 |
|
|
2023
Q4 | $1.14M | Sell |
8,586
-134
| -2% | -$17.8K | 0.22% | 59 |
|
|
2023
Q3 | $1.05M | Sell |
8,720
-104
| -1% | -$12.5K | 0.24% | 53 |
|
|
2023
Q2 | $842K | Sell |
8,824
-418
| -5% | -$39.9K | 0.18% | 63 |
|
|
2023
Q1 | $937K | Sell |
9,242
-200
| -2% | -$20.3K | 0.21% | 51 |
|
|
2022
Q4 | $983K | Buy |
9,442
+6,716
| +246% | +$699K | 0.21% | 62 |
|
|
2022
Q3 | $220K | Buy |
2,726
+65
| +2% | +$5.25K | 0.06% | 125 |
|
|
2022
Q2 | $220K | Buy |
2,661
+44
| +2% | +$3.64K | 0.05% | 132 |
|
|
2022
Q1 | $226K | Buy |
+2,617
| New | +$226K | 0.05% | 139 |
|
|
2021
Q3 | – | Sell |
-2,579
| Closed | -$221K | – | 153 |
|
|
2021
Q2 | $221K | Hold |
2,579
| – | – | 0.05% | 130 |
|
|
2021
Q1 | $210K | Buy |
+2,579
| New | +$210K | 0.05% | 136 |
|
|
2020
Q1 | – | Sell |
-2,636
| Closed | -$294K | – | 133 |
|
|
2019
Q4 | $294K | Sell |
2,636
-242
| -8% | -$27K | 0.12% | 97 |
|
|
2019
Q3 | $295K | Sell |
2,878
-76
| -3% | -$7.79K | 0.13% | 92 |
|
|
2019
Q2 | $276K | Hold |
2,954
| – | – | 0.13% | 94 |
|
|
2019
Q1 | $281K | Sell |
2,954
-476
| -14% | -$45.3K | 0.13% | 92 |
|
|
2018
Q4 | $295K | Sell |
3,430
-105
| -3% | -$9.03K | 0.13% | 90 |
|
|
2018
Q3 | $398K | Sell |
3,535
-158
| -4% | -$17.8K | 0.18% | 86 |
|
|
2018
Q2 | $414K | Buy |
+3,693
| New | +$414K | 0.17% | 87 |
|