Cornerstone Wealth 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 | $606K | Buy |
5,082
+126
| +3% | +$15K | 0.05% | 171 |
|
|
2025
Q1 | $612K | Buy |
4,956
+84
| +2% | +$10.4K | 0.05% | 163 |
|
|
2024
Q4 | $555K | Buy |
4,872
+120
| +3% | +$13.7K | 0.05% | 157 |
|
|
2024
Q3 | $625K | Buy |
4,752
+12
| +0.3% | +$1.58K | 0.05% | 155 |
|
|
2024
Q2 | $669K | Buy |
4,740
+16
| +0.3% | +$2.26K | 0.06% | 144 |
|
|
2024
Q1 | $772K | Buy |
4,724
+2,460
| +109% | +$402K | 0.07% | 133 |
|
|
2023
Q4 | $301K | Buy |
2,264
+96
| +4% | +$12.8K | 0.04% | 122 |
|
|
2023
Q3 | $260K | Hold |
2,168
| – | – | 0.05% | 131 |
|
|
2023
Q2 | $207K | Sell |
2,168
-505
| -19% | -$48.2K | 0.04% | 139 |
|
|
2023
Q1 | $271K | Buy |
2,673
+449
| +20% | +$45.5K | 0.05% | 127 |
|
|
2022
Q4 | $232K | Buy |
+2,224
| New | +$232K | 0.04% | 119 |
|
|
2021
Q3 | – | Sell |
-41,042
| Closed | -$2.9M | – | 159 |
|
|
2021
Q2 | $2.9M | Buy |
41,042
+1,075
| +3% | +$75.9K | 0.59% | 63 |
|
|
2021
Q1 | $3.08M | Sell |
39,967
-730
| -2% | -$56.2K | 0.63% | 62 |
|
|
2020
Q4 | $2.85M | Buy |
+40,697
| New | +$2.85M | 0.7% | 44 |
|