Cross Staff Investments’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 | $282K | Hold |
2,363
| – | – | 0.21% | 108 |
|
|
2025
Q1 | $292K | Hold |
2,363
| – | – | 0.22% | 101 |
|
|
2024
Q4 | $269K | Hold |
2,363
| – | – | 0.19% | 104 |
|
|
2024
Q3 | $311K | Buy |
2,363
+154
| +7% | +$20.2K | 0.24% | 99 |
|
|
2024
Q2 | $312K | Hold |
2,209
| – | – | 0.26% | 93 |
|
|
2024
Q1 | $361K | Hold |
2,209
| – | – | 0.3% | 91 |
|
|
2023
Q4 | $294K | Hold |
2,209
| – | – | 0.26% | 100 |
|
|
2023
Q3 | $265K | Hold |
2,209
| – | – | 0.26% | 96 |
|
|
2023
Q2 | $211K | Hold |
2,209
| – | – | 0.19% | 111 |
|
|
2023
Q1 | $224K | Hold |
2,209
| – | – | 0.22% | 109 |
|
|
2022
Q4 | $230K | Buy |
+2,209
| New | +$230K | 0.24% | 106 |
|