Drive 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 | $499K | Buy |
4,179
+493
| +13% | +$58.8K | 0.11% | 161 |
|
|
2025
Q1 | $455K | Sell |
3,686
-3,471
| -48% | -$429K | 0.11% | 151 |
|
|
2024
Q4 | $815K | Buy |
7,157
+181
| +3% | +$20.6K | 0.2% | 93 |
|
|
2024
Q3 | $917K | Buy |
6,976
+3,031
| +77% | +$398K | 0.24% | 79 |
|
|
2024
Q2 | $557K | Buy |
3,945
+662
| +20% | +$93.4K | 0.15% | 117 |
|
|
2024
Q1 | $536K | Sell |
3,283
-208
| -6% | -$34K | 0.15% | 119 |
|
|
2023
Q4 | $465K | Buy |
3,491
+75
| +2% | +$9.99K | 0.15% | 126 |
|
|
2023
Q3 | $410K | Buy |
3,416
+161
| +5% | +$19.3K | 0.15% | 126 |
|
|
2023
Q2 | $310K | Buy |
3,255
+94
| +3% | +$8.97K | 0.12% | 170 |
|
|
2023
Q1 | $320K | Buy |
3,161
+147
| +5% | +$14.9K | 0.13% | 161 |
|
|
2022
Q4 | $314K | Sell |
3,014
-4,421
| -59% | -$460K | 0.16% | 153 |
|
|
2022
Q3 | $600K | Buy |
7,435
+512
| +7% | +$41.3K | 0.57% | 43 |
|
|
2022
Q2 | $568K | Sell |
6,923
-107
| -2% | -$8.78K | 0.52% | 49 |
|
|
2022
Q1 | $607K | Sell |
7,030
-890
| -11% | -$76.8K | 0.51% | 49 |
|
|
2021
Q4 | $574K | Buy |
+7,920
| New | +$574K | 0.5% | 46 |
|