Defender Capital’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 | $243K | Hold |
2,036
| – | – | 0.08% | 34 |
|
|
2025
Q1 | $252K | Sell |
2,036
-40
| -2% | -$4.95K | 0.1% | 31 |
|
|
2024
Q4 | $237K | Hold |
2,076
| – | – | 0.09% | 34 |
|
|
2024
Q3 | $273K | Buy |
2,076
+3
| +0.1% | +$394 | 0.09% | 29 |
|
|
2024
Q2 | $293K | Hold |
2,073
| – | – | 0.1% | 29 |
|
|
2024
Q1 | $339K | Buy |
2,073
+37
| +2% | +$6.04K | 0.12% | 25 |
|
|
2023
Q4 | $271K | Hold |
2,036
| – | – | 0.1% | 30 |
|
|
2023
Q3 | $245K | Buy |
+2,036
| New | +$245K | 0.09% | 33 |
|
|
2023
Q2 | – | Sell |
-2,036
| Closed | -$206K | – | 41 |
|
|
2023
Q1 | $206K | Hold |
2,036
| – | – | 0.07% | 37 |
|
|
2022
Q4 | $212K | Buy |
+2,036
| New | +$212K | 0.09% | 30 |
|