Congress Wealth Management’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 | $9.87M | Sell |
82,691
-2,114
| -2% | -$252K | 0.1% | 247 |
|
|
2025
Q1 | $10.5M | Buy |
84,805
+19,362
| +30% | +$2.39M | 0.13% | 191 |
|
|
2024
Q4 | $7.46M | Buy |
65,443
+3,092
| +5% | +$352K | 0.1% | 234 |
|
|
2024
Q3 | $8.2M | Buy |
62,351
+701
| +1% | +$92.1K | 0.11% | 234 |
|
|
2024
Q2 | $8.7M | Sell |
61,650
-5,108
| -8% | -$721K | 0.14% | 191 |
|
|
2024
Q1 | $10.9M | Buy |
66,758
+3,986
| +6% | +$651K | 0.19% | 161 |
|
|
2023
Q4 | $8.36M | Buy |
62,772
+1,043
| +2% | +$139K | 0.15% | 177 |
|
|
2023
Q3 | $7.42M | Buy |
61,729
+225
| +0.4% | +$27K | 0.15% | 176 |
|
|
2023
Q2 | $5.87M | Buy |
61,504
+347
| +0.6% | +$33.1K | 0.14% | 172 |
|
|
2023
Q1 | $6.2M | Sell |
61,157
-189
| -0.3% | -$19.2K | 0.15% | 167 |
|
|
2022
Q4 | $6.38M | Buy |
61,346
+303
| +0.5% | +$31.5K | 0.16% | 165 |
|
|
2022
Q3 | $4.93M | Sell |
61,043
-329
| -0.5% | -$26.6K | 0.13% | 181 |
|
|
2022
Q2 | $5.03M | Buy |
61,372
+203
| +0.3% | +$16.6K | 0.13% | 183 |
|
|
2022
Q1 | $5.28M | Sell |
61,169
-1,525
| -2% | -$132K | 0.12% | 202 |
|
|
2021
Q4 | $4.54M | Buy |
+62,694
| New | +$4.54M | 0.09% | 233 |
|