CPC
Consolidated Planning Corp’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
10,529
-1,092
| -9% | -$130K | 0.16% | 107 |
|
|
2025
Q1 | $1.43M | Sell |
11,621
-1,721
| -13% | -$213K | 0.2% | 93 |
|
|
2024
Q4 | $1.52M | Buy |
13,342
+7,716
| +137% | +$879K | 0.21% | 82 |
|
|
2024
Q3 | $740K | Buy |
5,626
+2,720
| +94% | +$358K | 0.11% | 103 |
|
|
2024
Q2 | $410K | Sell |
2,906
-893
| -24% | -$126K | 0.07% | 122 |
|
|
2024
Q1 | $620K | Buy |
3,799
+1,762
| +86% | +$288K | 0.11% | 103 |
|
|
2023
Q4 | $271K | Hold |
2,037
| – | – | 0.05% | 135 |
|
|
2023
Q3 | $245K | Buy |
+2,037
| New | +$245K | 0.05% | 136 |
|
|
2021
Q4 | – | Sell |
-185
| Closed | -$13K | – | 353 |
|
|
2021
Q3 | $13K | Buy |
+185
| New | +$13K | 0.01% | 293 |
|