Chicago Capital’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 | $220K | Hold |
1,842
| – | – | 0.01% | 338 |
|
|
2025
Q1 | $227K | Hold |
1,842
| – | – | 0.01% | 319 |
|
|
2024
Q4 | $210K | Buy |
1,842
+200
| +12% | +$22.8K | 0.01% | 309 |
|
|
2024
Q3 | $216K | Hold |
1,642
| – | – | 0.01% | 300 |
|
|
2024
Q2 | $232K | Hold |
1,642
| – | – | 0.01% | 284 |
|
|
2024
Q1 | $268K | Hold |
1,642
| – | – | 0.01% | 262 |
|
|
2023
Q4 | $219K | Buy |
+1,642
| New | +$219K | 0.01% | 259 |
|