Delta Financial Group’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $245K | Sell |
1,938
-41
| -2% | -$5.18K | 0.06% | 220 |
|
|
2024
Q4 | $225K | Buy |
+1,979
| New | +$225K | 0.05% | 227 |
|
|
2024
Q2 | – | Sell |
-2,263
| Closed | -$370K | – | 205 |
|
|
2024
Q1 | $370K | Buy |
2,263
+6
| +0.3% | +$981 | 0.11% | 149 |
|
|
2023
Q4 | $300K | Sell |
2,257
-205
| -8% | -$27.2K | 0.09% | 160 |
|
|
2023
Q3 | $296K | Buy |
+2,462
| New | +$296K | 0.1% | 151 |
|
|
2023
Q2 | – | Sell |
-2,101
| Closed | -$213K | – | 168 |
|
|
2023
Q1 | $213K | Buy |
2,101
+38
| +2% | +$3.85K | 0.08% | 164 |
|
|
2022
Q4 | $216K | Buy |
+2,063
| New | +$216K | 0.1% | 154 |
|