Connecticut 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 | $540K | Sell |
4,530
-5
| -0.1% | -$597 | 0.03% | 211 |
|
|
2025
Q1 | $560K | Sell |
4,535
-26
| -0.6% | -$3.21K | 0.03% | 200 |
|
|
2024
Q4 | $520K | Sell |
4,561
-2,400
| -34% | -$273K | 0.03% | 183 |
|
|
2024
Q3 | $915K | Sell |
6,961
-145
| -2% | -$19.1K | 0.04% | 160 |
|
|
2024
Q2 | $1M | Buy |
7,106
+107
| +2% | +$15.1K | 0.05% | 149 |
|
|
2024
Q1 | $1.14M | Sell |
6,999
-151
| -2% | -$24.7K | 0.06% | 134 |
|
|
2023
Q4 | $952K | Sell |
7,150
-2,248
| -24% | -$299K | 0.05% | 149 |
|
|
2023
Q3 | $1.13M | Buy |
9,398
+282
| +3% | +$33.9K | 0.08% | 107 |
|
|
2023
Q2 | $869K | Sell |
9,116
-140
| -2% | -$13.4K | 0.06% | 106 |
|
|
2023
Q1 | $938K | Buy |
9,256
+145
| +2% | +$14.7K | 0.07% | 101 |
|
|
2022
Q4 | $948K | Sell |
9,111
-1,491
| -14% | -$155K | 0.08% | 86 |
|
|
2022
Q3 | $856K | Sell |
10,602
-3,763
| -26% | -$304K | 0.08% | 86 |
|
|
2022
Q2 | $1.18M | Buy |
14,365
+344
| +2% | +$28.2K | 0.1% | 76 |
|
|
2022
Q1 | $1.21M | Hold |
14,021
| – | – | 0.09% | 82 |
|
|
2021
Q4 | $1.02M | Sell |
14,021
-126
| -0.9% | -$9.13K | 0.08% | 85 |
|
|
2021
Q3 | $991K | Buy |
14,147
+40
| +0.3% | +$2.8K | 0.09% | 83 |
|
|
2021
Q2 | $1.21M | Sell |
14,107
-629
| -4% | -$54K | 0.11% | 77 |
|
|
2021
Q1 | $1.2M | Hold |
14,736
| – | – | 0.11% | 59 |
|
|
2020
Q4 | $1.03M | Sell |
14,736
-3,302
| -18% | -$231K | 0.11% | 72 |
|
|
2020
Q3 | $935K | Buy |
18,038
+480
| +3% | +$24.9K | 0.1% | 84 |
|
|
2020
Q2 | $1.26M | Buy |
17,558
+2,821
| +19% | +$203K | 0.16% | 55 |
|
|
2020
Q1 | $791K | Hold |
14,737
| – | – | 0.12% | 75 |
|
|
2019
Q4 | $1.64M | Sell |
14,737
-855
| -5% | -$95.3K | 0.18% | 61 |
|
|
2019
Q3 | $1.6M | Buy |
15,592
+125
| +0.8% | +$12.8K | 0.2% | 61 |
|
|
2019
Q2 | $1.45M | Buy |
+15,467
| New | +$1.45M | 0.18% | 64 |
|