Empire Financial Management Company’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 | $503K | Sell |
4,216
-150
| -3% | -$17.9K | 0.15% | 143 |
|
|
2025
Q1 | $539K | Buy |
4,366
+795
| +22% | +$98.2K | 0.17% | 136 |
|
|
2024
Q4 | $407K | Buy |
3,571
+125
| +4% | +$14.2K | 0.13% | 153 |
|
|
2024
Q3 | $453K | Hold |
3,446
| – | – | 0.14% | 153 |
|
|
2024
Q2 | $487K | Hold |
3,446
| – | – | 0.16% | 144 |
|
|
2024
Q1 | $563K | Hold |
3,446
| – | – | 0.19% | 135 |
|
|
2023
Q4 | $459K | Sell |
3,446
-30
| -0.9% | -$4K | 0.18% | 138 |
|
|
2023
Q3 | $418K | Hold |
3,476
| – | – | 0.18% | 136 |
|
|
2023
Q2 | $332K | Sell |
3,476
-14,422
| -81% | -$1.38M | 0.13% | 156 |
|
|
2023
Q1 | $1.81M | Buy |
+17,898
| New | +$1.81M | 0.74% | 45 |
|