DecisionPoint Financial’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 | $62.1K | Buy |
504
+4
| +0.8% | +$493 | 0.02% | 76 |
|
|
2025
Q1 | $61.7K | Hold |
500
| – | – | 0.02% | 69 |
|
|
2024
Q4 | $57K | Hold |
500
| – | – | 0.02% | 70 |
|
|
2024
Q3 | $65.7K | Hold |
500
| – | – | 0.02% | 66 |
|
|
2024
Q2 | $72.7K | Sell |
500
-93
| -16% | -$13.5K | 0.02% | 65 |
|
|
2024
Q1 | $89.8K | Buy |
593
+55
| +10% | +$8.33K | 0.04% | 56 |
|
|
2023
Q4 | $71.6K | Buy |
538
+38
| +8% | +$5.06K | 0.03% | 61 |
|
|
2023
Q3 | $60.1K | Hold |
500
| – | – | 0.03% | 57 |
|
|
2023
Q2 | $47.7K | Hold |
500
| – | – | 0.02% | 67 |
|
|
2023
Q1 | $50.7K | Hold |
500
| – | – | 0.03% | 60 |
|
|
2022
Q4 | $52K | Buy |
+500
| New | +$52K | 0.03% | 55 |
|