Delos Wealth Advisors’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 | $23.9K | Buy |
+200
| New | +$23.9K | 0.02% | 132 |
|
|
2023
Q4 | – | Sell |
-66
| Closed | -$7.54K | – | 374 |
|
|
2023
Q3 | $7.54K | Hold |
66
| – | – | 0.01% | 147 |
|
|
2023
Q2 | $6.3K | Hold |
66
| – | – | 0.01% | 153 |
|
|
2023
Q1 | $6.69K | Hold |
66
| – | – | 0.01% | 149 |
|
|
2022
Q4 | $6.87K | Hold |
66
| – | – | 0.01% | 161 |
|
|
2022
Q3 | $5K | Hold |
66
| – | – | 0.01% | 173 |
|
|
2022
Q2 | $5K | Hold |
66
| – | – | 0.01% | 173 |
|
|
2022
Q1 | $6K | Hold |
66
| – | – | 0.01% | 191 |
|
|
2021
Q4 | $5K | Buy |
+66
| New | +$5K | ﹤0.01% | 316 |
|