EAM
Empirical Asset Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-35,148
| Closed | -$102K | – | 426 |
|
|
2024
Q4 | $102K | Buy |
35,148
+11,346
| +48% | +$33.1K | 0.03% | 338 |
|
|
2024
Q3 | $465K | Buy |
23,802
+757
| +3% | +$14.8K | 0.17% | 177 |
|
|
2024
Q2 | $391K | Buy |
23,045
+19,340
| +522% | +$328K | 0.15% | 203 |
|
|
2024
Q1 | $605K | Sell |
3,705
-924
| -20% | -$151K | 0.29% | 90 |
|
|
2023
Q4 | $616K | Buy |
4,629
+219
| +5% | +$29.2K | 0.5% | 69 |
|
|
2023
Q3 | $530K | Buy |
4,410
+142
| +3% | +$17.1K | 0.46% | 80 |
|
|
2023
Q2 | $407K | Sell |
4,268
-28
| -0.7% | -$2.67K | 0.36% | 94 |
|
|
2023
Q1 | $436K | Buy |
+4,296
| New | +$436K | 0.42% | 85 |
|