Covestor’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 | $50K | Sell |
423
-461
| -52% | -$54.5K | 0.03% | 890 |
|
|
2025
Q1 | $109K | Buy |
884
+420
| +91% | +$51.8K | 0.07% | 433 |
|
|
2024
Q4 | $53K | Sell |
464
-50
| -10% | -$5.71K | 0.03% | 835 |
|
|
2024
Q3 | $68K | Buy |
514
+104
| +25% | +$13.8K | 0.04% | 730 |
|
|
2024
Q2 | $58K | Sell |
410
-12
| -3% | -$1.7K | 0.04% | 790 |
|
|
2024
Q1 | $69K | Sell |
422
-768
| -65% | -$126K | 0.04% | 746 |
|
|
2023
Q4 | $158K | Sell |
1,190
-42
| -3% | -$5.58K | 0.11% | 240 |
|
|
2023
Q3 | $148K | Sell |
1,232
-88
| -7% | -$10.6K | 0.11% | 225 |
|
|
2023
Q2 | $126K | Sell |
1,320
-868
| -40% | -$82.9K | 0.1% | 314 |
|
|
2023
Q1 | $222K | Buy |
2,188
+548
| +33% | +$55.6K | 0.19% | 78 |
|
|
2022
Q4 | $171K | Buy |
1,640
+163
| +11% | +$17K | 0.14% | 167 |
|
|
2022
Q3 | $119K | Buy |
1,477
+434
| +42% | +$35K | 0.1% | 269 |
|
|
2022
Q2 | $86K | Buy |
1,043
+402
| +63% | +$33.1K | 0.07% | 490 |
|
|
2022
Q1 | $55K | Buy |
641
+362
| +130% | +$31.1K | 0.04% | 772 |
|
|
2021
Q4 | $20K | Buy |
+279
| New | +$20K | 0.03% | 860 |
|