Clear Investment Research’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
$16.6K Hold
139
0.02% 149
2025
Q1
$17.2K Hold
139
0.02% 146
2024
Q4
$15.9K Hold
139
0.02% 145
2024
Q3
$18.3K Hold
139
0.02% 143
2024
Q2
$19.6K Buy
139
+1
+0.7% +$141 0.03% 135
2024
Q1
$22.5K Buy
138
+1
+0.7% +$163 0.03% 133
2023
Q4
$18.2K Buy
+137
New +$18.2K 0.03% 152