Coppell Advisory Solutions’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 | – | Sell |
-21,031
| Closed | -$735K | – | 426 |
|
|
2025
Q1 | $735K | Buy |
21,031
+20,843
| +11,087% | +$728K | 0.1% | 173 |
|
|
2024
Q4 | $21.1K | Sell |
188
-459
| -71% | -$51.4K | ﹤0.01% | 871 |
|
|
2024
Q3 | $84.8K | Buy |
647
+436
| +207% | +$57.1K | 0.01% | 428 |
|
|
2024
Q2 | $29.8K | Buy |
+211
| New | +$29.8K | ﹤0.01% | 635 |
|
|
2023
Q4 | $132K | Buy |
988
+970
| +5,389% | +$129K | 0.03% | 322 |
|
|
2023
Q3 | $1.87K | Sell |
18
-22
| -55% | -$2.29K | ﹤0.01% | 866 |
|
|
2023
Q2 | $3.78K | Buy |
+40
| New | +$3.78K | ﹤0.01% | 910 |
|
|
2023
Q1 | – | Sell |
-18
| Closed | -$1.87K | – | 845 |
|
|
2022
Q4 | $1.87K | Buy |
+18
| New | +$1.87K | ﹤0.01% | 867 |
|