Counterweight Ventures’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 | $1.5M | Buy |
12,545
+308
| +3% | +$36.7K | 0.98% | 38 |
|
2025
Q1 | $1.51M | Buy |
12,237
+687
| +6% | +$84.8K | 1.08% | 37 |
|
2024
Q4 | $1.32M | Buy |
11,550
+183
| +2% | +$20.8K | 0.93% | 39 |
|
2024
Q3 | $1.49M | Sell |
11,367
-418
| -4% | -$54.9K | 1.06% | 37 |
|
2024
Q2 | $1.66M | Buy |
11,785
+677
| +6% | +$95.6K | 1.26% | 33 |
|
2024
Q1 | $1.81M | Buy |
11,108
+8,798
| +381% | +$1.44M | 1.46% | 31 |
|
2023
Q4 | $308K | Buy |
+2,310
| New | +$308K | 0.28% | 53 |
|