Counterpoint Mutual Funds’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,595
Closed -$473K 392
2024
Q3
$473K Buy
+3,595
New +$473K 0.09% 98
2023
Q4
Sell
-1,962
Closed -$236K 246
2023
Q3
$236K Buy
+1,962
New +$236K 0.2% 32