CVA Family Office’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 | $112K | Buy |
942
+86
| +10% | +$10.3K | 0.02% | 386 |
|
|
2025
Q1 | $106K | Sell |
856
-110
| -11% | -$13.6K | 0.02% | 381 |
|
|
2024
Q4 | $110K | Buy |
966
+102
| +12% | +$11.6K | 0.02% | 373 |
|
|
2024
Q3 | $114K | Sell |
864
-2
| -0.2% | -$263 | 0.02% | 347 |
|
|
2024
Q2 | $122K | Sell |
866
-21
| -2% | -$2.97K | 0.02% | 325 |
|
|
2024
Q1 | $145K | Buy |
887
+3
| +0.3% | +$490 | 0.03% | 296 |
|
|
2023
Q4 | $118K | Buy |
+884
| New | +$118K | 0.02% | 313 |
|
|
2023
Q3 | – | Sell |
-887
| Closed | -$84.6K | – | 769 |
|
|
2023
Q2 | $84.6K | Buy |
887
+99
| +13% | +$9.44K | 0.02% | 338 |
|
|
2023
Q1 | $79.9K | Buy |
788
+100
| +15% | +$10.1K | 0.02% | 344 |
|
|
2022
Q4 | $71.6K | Buy |
688
+20
| +3% | +$2.08K | 0.02% | 337 |
|
|
2022
Q3 | $54K | Buy |
668
+150
| +29% | +$12.1K | 0.01% | 347 |
|
|
2022
Q2 | $42K | Sell |
518
-65
| -11% | -$5.27K | 0.01% | 405 |
|
|
2022
Q1 | $50K | Buy |
583
+65
| +13% | +$5.58K | 0.01% | 399 |
|
|
2021
Q4 | $38K | Buy |
518
+415
| +403% | +$30.4K | 0.01% | 411 |
|
|
2021
Q3 | $5K | Sell |
103
-610
| -86% | -$29.6K | ﹤0.01% | 322 |
|
|
2021
Q2 | $61K | Buy |
713
+525
| +279% | +$44.9K | 0.02% | 335 |
|
|
2021
Q1 | $15K | Buy |
188
+85
| +83% | +$6.78K | 0.01% | 464 |
|
|
2020
Q4 | $7K | Hold |
103
| – | – | ﹤0.01% | 312 |
|
|
2020
Q3 | $5K | Hold |
103
| – | – | ﹤0.01% | 322 |
|
|
2020
Q2 | $7K | Hold |
103
| – | – | 0.01% | 274 |
|
|
2020
Q1 | $6K | Buy |
+103
| New | +$6K | 0.01% | 267 |
|