Csenge Advisory Group’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $646K | Buy |
5,695
+238
| +4% | +$27K | 0.03% | 366 |
|
|
2025
Q1 | $541K | Sell |
5,457
-5,363
| -50% | -$531K | 0.03% | 379 |
|
|
2024
Q4 | $1.23M | Buy |
10,820
+1,874
| +21% | +$214K | 0.07% | 226 |
|
|
2024
Q3 | $1.22M | Buy |
8,946
+428
| +5% | +$58.4K | 0.06% | 223 |
|
|
2024
Q2 | $1.2M | Buy |
8,518
+170
| +2% | +$24K | 0.07% | 215 |
|
|
2024
Q1 | $1.36M | Sell |
8,348
-1,382
| -14% | -$226K | 0.08% | 203 |
|
|
2023
Q4 | $1.3M | Sell |
9,730
-369
| -4% | -$49.1K | 0.08% | 194 |
|
|
2023
Q3 | $1.21M | Sell |
10,099
-5,431
| -35% | -$653K | 0.08% | 188 |
|
|
2023
Q2 | $1.48M | Buy |
15,530
+3,638
| +31% | +$347K | 0.1% | 162 |
|
|
2023
Q1 | $1.21M | Sell |
11,892
-462
| -4% | -$46.8K | 0.09% | 176 |
|
|
2022
Q4 | $1.29M | Buy |
12,354
+1,539
| +14% | +$160K | 0.1% | 173 |
|
|
2022
Q3 | $873K | Sell |
10,815
-344
| -3% | -$27.8K | 0.07% | 223 |
|
|
2022
Q2 | $915K | Buy |
11,159
+3,510
| +46% | +$288K | 0.08% | 222 |
|
|
2022
Q1 | $661K | Buy |
7,649
+2,619
| +52% | +$226K | 0.05% | 309 |
|
|
2021
Q4 | $438K | Buy |
5,030
+1,706
| +51% | +$149K | 0.04% | 373 |
|
|
2021
Q3 | $241K | Sell |
3,324
-1,706
| -34% | -$124K | 0.02% | 513 |
|
|
2021
Q2 | $438K | Hold |
5,030
| – | – | 0.04% | 374 |
|
|
2021
Q1 | $397K | Buy |
5,030
+1,877
| +60% | +$148K | 0.04% | 329 |
|
|
2020
Q4 | $221K | Sell |
3,153
-4,843
| -61% | -$339K | 0.03% | 399 |
|
|
2020
Q3 | $408K | Sell |
7,996
-4,114
| -34% | -$210K | 0.06% | 241 |
|
|
2020
Q2 | $871K | Buy |
12,110
+2,149
| +22% | +$155K | 0.13% | 127 |
|
|
2020
Q1 | $534K | Sell |
9,961
-1,569
| -14% | -$84.1K | 0.14% | 135 |
|
|
2019
Q4 | $1.29M | Buy |
11,530
+482
| +4% | +$53.7K | 0.33% | 61 |
|
|
2019
Q3 | $1.13M | Buy |
11,048
+737
| +7% | +$75.4K | 0.31% | 60 |
|
|
2019
Q2 | $964K | Sell |
10,311
-181
| -2% | -$16.9K | 0.33% | 56 |
|
|
2019
Q1 | $998K | Buy |
10,492
+7,378
| +237% | +$702K | 0.34% | 58 |
|
|
2018
Q4 | $268K | Buy |
3,114
+27
| +0.9% | +$2.32K | 0.1% | 146 |
|
|
2018
Q3 | $295K | Sell |
3,087
-685
| -18% | -$65.5K | 0.11% | 121 |
|
|
2018
Q2 | $424K | Sell |
3,772
-109
| -3% | -$12.3K | 0.16% | 137 |
|
|
2018
Q1 | $372K | Buy |
3,881
+526
| +16% | +$50.4K | 0.13% | 160 |
|
|
2017
Q4 | $339K | Buy |
+3,355
| New | +$339K | 0.12% | 159 |
|