CG
Clifford Group’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Sell |
3,032
-363
| -11% | -$43.3K | 0.3% | 47 |
|
|
2025
Q1 | $419K | Sell |
3,395
-640
| -16% | -$79K | 0.39% | 39 |
|
|
2024
Q4 | $460K | Sell |
4,035
-274
| -6% | -$31.2K | 0.35% | 46 |
|
|
2024
Q3 | $566K | Buy |
4,309
+241
| +6% | +$31.7K | 0.44% | 40 |
|
|
2024
Q2 | $574K | Sell |
4,068
-34
| -0.8% | -$4.8K | 0.46% | 39 |
|
|
2024
Q1 | $670K | Sell |
4,102
-352
| -8% | -$57.5K | 0.55% | 32 |
|
|
2023
Q4 | $593K | Sell |
4,454
-4
| -0.1% | -$533 | 0.55% | 36 |
|
|
2023
Q3 | $536K | Sell |
4,458
-715
| -14% | -$85.9K | 0.58% | 35 |
|
|
2023
Q2 | $493K | Buy |
5,173
+1,357
| +36% | +$129K | 0.53% | 48 |
|
|
2023
Q1 | $387K | Buy |
3,816
+376
| +11% | +$38.1K | 0.47% | 49 |
|
|
2022
Q4 | $358K | Buy |
+3,440
| New | +$358K | 0.45% | 56 |
|