Chelsea Counsel Company’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 | $273K | Hold |
2,285
| – | – | 0.14% | 92 |
|
|
2025
Q1 | $282K | Sell |
2,285
-4,300
| -65% | -$531K | 0.15% | 88 |
|
|
2024
Q4 | $750K | Sell |
6,585
-2,000
| -23% | -$228K | 0.39% | 47 |
|
|
2024
Q3 | $1.13M | Hold |
8,585
| – | – | 0.56% | 41 |
|
|
2024
Q2 | $1.21M | Sell |
8,585
-250
| -3% | -$35.3K | 0.6% | 37 |
|
|
2024
Q1 | $1.44M | Buy |
8,835
+2,000
| +29% | +$327K | 0.82% | 32 |
|
|
2023
Q4 | $910K | Sell |
6,835
-255
| -4% | -$34K | 0.48% | 45 |
|
|
2023
Q3 | $852K | Hold |
7,090
| – | – | 0.44% | 49 |
|
|
2023
Q2 | $676K | Buy |
7,090
+505
| +8% | +$48.2K | 0.33% | 62 |
|
|
2023
Q1 | $668K | Sell |
6,585
-44
| -0.7% | -$4.46K | 0.32% | 67 |
|
|
2022
Q4 | $690K | Sell |
6,629
-175
| -3% | -$18.2K | 0.34% | 66 |
|
|
2022
Q3 | $549K | Sell |
6,804
-14,186
| -68% | -$1.14M | 0.34% | 63 |
|
|
2022
Q2 | $2.63M | Buy |
20,990
+14,186
| +208% | +$1.78M | 1.35% | 23 |
|
|
2022
Q1 | $588K | Hold |
6,804
| – | – | 0.26% | 69 |
|
|
2021
Q4 | $493K | Buy |
+6,804
| New | +$493K | 0.21% | 70 |
|
|
2014
Q2 | – | Sell |
-3,625
| Closed | -$279K | – | 130 |
|
|
2014
Q1 | $279K | Buy |
+3,625
| New | +$279K | 0.06% | 107 |
|