CAM
Creekmur Asset Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $903K | Buy |
7,569
+3,796
| +101% | +$453K | 0.16% | 95 |
|
|
2025
Q1 | $466K | Sell |
3,773
-2,886
| -43% | -$356K | 0.1% | 121 |
|
|
2024
Q4 | $759K | Sell |
6,659
-2,039
| -23% | -$232K | 0.17% | 56 |
|
|
2024
Q3 | $1.14M | Sell |
8,698
-820
| -9% | -$108K | 0.27% | 49 |
|
|
2024
Q2 | $1.34M | Buy |
9,518
+2,645
| +38% | +$373K | 0.35% | 37 |
|
|
2024
Q1 | $1.12M | Sell |
6,873
-416
| -6% | -$67.9K | 0.38% | 34 |
|
|
2023
Q4 | $970K | Buy |
+7,289
| New | +$970K | 0.3% | 45 |
|