Demars 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
Q2 | $528K | Sell |
4,429
-537,278
| -99% | -$64.1M | 0.2% | 49 |
|
|
2025
Q1 | $4.39M | Buy |
541,707
+95,671
| +21% | +$775K | 0.13% | 50 |
|
|
2024
Q4 | $3.92M | Buy |
446,036
+441,784
| +10,390% | +$3.88M | 0.13% | 49 |
|
|
2024
Q3 | $559K | Sell |
4,252
-82
| -2% | -$10.8K | 0.25% | 43 |
|
|
2024
Q2 | $612K | Sell |
4,334
-4,058
| -48% | -$573K | 0.29% | 34 |
|
|
2024
Q1 | $1.37M | Sell |
8,392
-418
| -5% | -$68.3K | 0.68% | 17 |
|
|
2023
Q4 | $1.17M | Sell |
8,810
-13,249
| -60% | -$1.76M | 0.63% | 17 |
|
|
2023
Q3 | $2.65M | Sell |
22,059
-2,379
| -10% | -$286K | 1.52% | 23 |
|
|
2023
Q2 | $2.33M | Sell |
24,438
-955
| -4% | -$91.1K | 1.29% | 22 |
|
|
2023
Q1 | $2.57M | Sell |
25,393
-721
| -3% | -$73.1K | 1.42% | 22 |
|
|
2022
Q4 | $2.72M | Sell |
26,114
-4,823
| -16% | -$502K | 1.5% | 23 |
|
|
2022
Q3 | $2.5M | Sell |
30,937
-2,539
| -8% | -$205K | 1.48% | 23 |
|
|
2022
Q2 | $2.75M | Buy |
33,476
+4,058
| +14% | +$333K | 1.56% | 24 |
|
|
2022
Q1 | $2.54M | Sell |
29,418
-1,802
| -6% | -$156K | 1.28% | 26 |
|
|
2021
Q4 | $2.26M | Buy |
31,220
+24,716
| +380% | +$1.79M | 1.2% | 28 |
|
|
2021
Q3 | $455K | Buy |
+6,504
| New | +$455K | 0.27% | 60 |
|