Denver Wealth Management’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 | $283K | Buy |
2,370
+19
| +0.8% | +$2.27K | 0.12% | 75 |
|
|
2025
Q1 | $290K | Sell |
2,351
-33
| -1% | -$4.08K | 0.13% | 71 |
|
|
2024
Q4 | $272K | Buy |
2,384
+15
| +0.6% | +$1.71K | 0.12% | 71 |
|
|
2024
Q3 | $311K | Hold |
2,369
| – | – | 0.14% | 72 |
|
|
2024
Q2 | $334K | Sell |
2,369
-187
| -7% | -$26.4K | 0.17% | 62 |
|
|
2024
Q1 | $418K | Sell |
2,556
-13
| -0.5% | -$2.12K | 0.21% | 53 |
|
|
2023
Q4 | $342K | Buy |
2,569
+15
| +0.6% | +$2K | 0.19% | 52 |
|
|
2023
Q3 | $307K | Buy |
2,554
+147
| +6% | +$17.7K | 0.2% | 55 |
|
|
2023
Q2 | $230K | Sell |
2,407
-44
| -2% | -$4.2K | 0.16% | 64 |
|
|
2023
Q1 | $249K | Buy |
2,451
+18
| +0.7% | +$1.83K | 0.17% | 66 |
|
|
2022
Q4 | $253K | Buy |
+2,433
| New | +$253K | 0.19% | 60 |
|
|
2021
Q1 | $201K | Buy |
+2,324
| New | +$201K | 0.21% | 45 |
|