Cooper Financial Group’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 | $227K | Buy |
1,904
+225
| +13% | +$26.8K | 0.03% | 342 |
|
|
2025
Q1 | $207K | Buy |
+1,679
| New | +$207K | 0.03% | 363 |
|
|
2024
Q3 | – | Sell |
-2,363
| Closed | -$334K | – | 401 |
|
|
2024
Q2 | $334K | Buy |
2,363
+618
| +35% | +$87.2K | 0.05% | 280 |
|
|
2024
Q1 | $285K | Buy |
1,745
+164
| +10% | +$26.8K | 0.05% | 296 |
|
|
2023
Q4 | $211K | Buy |
+1,581
| New | +$211K | 0.04% | 328 |
|
|
2023
Q1 | – | Sell |
-2,302
| Closed | -$240K | – | 317 |
|
|
2022
Q4 | $240K | Buy |
+2,302
| New | +$240K | 0.07% | 254 |
|