Creative Financial Designs’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 | $241K | Buy |
2,022
+832
| +70% | +$99.3K | 0.02% | 445 |
|
|
2025
Q1 | $147K | Sell |
1,190
-77
| -6% | -$9.51K | 0.01% | 525 |
|
|
2024
Q4 | $144K | Hold |
1,267
| – | – | 0.01% | 520 |
|
|
2024
Q3 | $167K | Sell |
1,267
-39
| -3% | -$5.13K | 0.01% | 489 |
|
|
2024
Q2 | $184K | Buy |
1,306
+307
| +31% | +$43.4K | 0.02% | 449 |
|
|
2024
Q1 | $163K | Sell |
999
-31
| -3% | -$5.06K | 0.02% | 471 |
|
|
2023
Q4 | $137K | Buy |
1,030
+2
| +0.2% | +$266 | 0.01% | 472 |
|
|
2023
Q3 | $124K | Buy |
1,028
+349
| +51% | +$42K | 0.01% | 455 |
|
|
2023
Q2 | $64.8K | Sell |
679
-23
| -3% | -$2.19K | 0.01% | 571 |
|
|
2023
Q1 | $71.1K | Buy |
702
+101
| +17% | +$10.2K | 0.01% | 521 |
|
|
2022
Q4 | $62.5K | Buy |
601
+1
| +0.2% | +$104 | 0.01% | 533 |
|
|
2022
Q3 | $48K | Buy |
600
+36
| +6% | +$2.88K | 0.01% | 558 |
|
|
2022
Q2 | $46K | Hold |
564
| – | – | 0.01% | 565 |
|
|
2022
Q1 | $49K | Sell |
564
-21
| -4% | -$1.82K | 0.01% | 569 |
|
|
2021
Q4 | $42K | Buy |
585
+151
| +35% | +$10.8K | 0.01% | 606 |
|
|
2021
Q3 | $30K | Sell |
434
-246
| -36% | -$17K | 0.01% | 756 |
|
|
2021
Q2 | $58K | Buy |
680
+401
| +144% | +$34.2K | 0.01% | 564 |
|
|
2021
Q1 | $23K | Buy |
279
+149
| +115% | +$12.3K | ﹤0.01% | 752 |
|
|
2020
Q4 | $9K | Buy |
130
+96
| +282% | +$6.65K | ﹤0.01% | 889 |
|
|
2020
Q3 | $2K | Hold |
34
| – | – | ﹤0.01% | 1103 |
|
|
2020
Q2 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 1042 |
|
|
2019
Q4 | – | Sell |
-30
| Closed | -$3K | – | 615 |
|
|
2019
Q3 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 529 |
|
|
2019
Q2 | – | Sell |
-12
| Closed | -$1K | – | 595 |
|
|
2019
Q1 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 541 |
|
|
2018
Q4 | – | Sell |
-34
| Closed | -$4K | – | 725 |
|
|
2018
Q3 | $4K | Hold |
34
| – | – | ﹤0.01% | 569 |
|
|
2018
Q2 | $4K | Hold |
34
| – | – | ﹤0.01% | 586 |
|
|
2018
Q1 | $3K | Sell |
34
-31
| -48% | -$2.74K | ﹤0.01% | 571 |
|
|
2017
Q4 | $7K | Sell |
65
-900
| -93% | -$96.9K | ﹤0.01% | 462 |
|
|
2017
Q3 | $88K | Sell |
965
-50
| -5% | -$4.56K | 0.05% | 196 |
|
|
2017
Q2 | $84K | Sell |
1,015
-311
| -23% | -$25.7K | 0.05% | 193 |
|
|
2017
Q1 | $105K | Sell |
1,326
-226
| -15% | -$17.9K | 0.08% | 177 |
|
|
2016
Q4 | $134K | Buy |
+1,552
| New | +$134K | 0.11% | 150 |
|