Crescent Sterling’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 | $1.54M | Sell |
12,941
-1,806
| -12% | -$215K | 1.73% | 18 |
|
|
2025
Q1 | $1.82M | Sell |
14,747
-25
| -0.2% | -$3.09K | 1.87% | 16 |
|
|
2024
Q4 | $1.68M | Sell |
14,772
-162
| -1% | -$18.5K | 1.73% | 19 |
|
|
2024
Q3 | $1.96M | Sell |
14,934
-27
| -0.2% | -$3.55K | 1.87% | 18 |
|
|
2024
Q2 | $2.11M | Sell |
14,961
-1,022
| -6% | -$144K | 2.02% | 16 |
|
|
2024
Q1 | $2.61M | Sell |
15,983
-55
| -0.3% | -$8.98K | 2.38% | 16 |
|
|
2023
Q4 | $2.14M | Sell |
16,038
-696
| -4% | -$92.7K | 2.13% | 18 |
|
|
2023
Q3 | $2.01M | Sell |
16,734
-586
| -3% | -$70.4K | 2.13% | 17 |
|
|
2023
Q2 | $1.65M | Buy |
17,320
+319
| +2% | +$30.4K | 1.57% | 22 |
|
|
2023
Q1 | $1.72M | Buy |
17,001
+420
| +3% | +$42.6K | 1.67% | 19 |
|
|
2022
Q4 | $1.73M | Buy |
+16,581
| New | +$1.73M | 1.85% | 18 |
|