EF
Empirical Finance’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Buy |
15,526
+100
| +0.6% | +$11.9K | 0.1% | 187 |
|
|
2025
Q1 | $1.9M | Buy |
15,426
+301
| +2% | +$37.2K | 0.12% | 170 |
|
|
2024
Q4 | $1.72M | Sell |
15,125
-4,111
| -21% | -$468K | 0.1% | 176 |
|
|
2024
Q3 | $2.53M | Buy |
19,236
+261
| +1% | +$34.3K | 0.15% | 131 |
|
|
2024
Q2 | $2.68M | Sell |
18,975
-5,968
| -24% | -$843K | 0.17% | 116 |
|
|
2024
Q1 | $4.07M | Buy |
24,943
+559
| +2% | +$91.3K | 0.25% | 86 |
|
|
2023
Q4 | $3.25M | Buy |
24,384
+3,913
| +19% | +$521K | 0.23% | 100 |
|
|
2023
Q3 | $2.46M | Buy |
20,471
+1,628
| +9% | +$196K | 0.18% | 112 |
|
|
2023
Q2 | $1.8M | Buy |
18,843
+6,063
| +47% | +$578K | 0.14% | 138 |
|
|
2023
Q1 | $1.3M | Buy |
12,780
+700
| +6% | +$71K | 0.12% | 157 |
|
|
2022
Q4 | $1.26M | Buy |
12,080
+981
| +9% | +$102K | 0.13% | 151 |
|
|
2022
Q3 | $896K | Buy |
11,099
+1,986
| +22% | +$160K | 0.11% | 180 |
|
|
2022
Q2 | $747K | Buy |
9,113
+609
| +7% | +$49.9K | 0.1% | 201 |
|
|
2022
Q1 | $735K | Buy |
8,504
+1,829
| +27% | +$158K | 0.08% | 229 |
|
|
2021
Q4 | $484K | Buy |
6,675
+1,227
| +23% | +$89K | 0.06% | 310 |
|
|
2021
Q3 | $382K | Buy |
5,448
+312
| +6% | +$21.9K | 0.06% | 304 |
|
|
2021
Q2 | $441K | Buy |
5,136
+745
| +17% | +$64K | 0.07% | 265 |
|
|
2021
Q1 | $307K | Hold |
4,391
| – | – | 0.05% | 258 |
|
|
2020
Q4 | $307K | Buy |
+4,391
| New | +$307K | 0.05% | 258 |
|
|
2020
Q3 | – | Sell |
-2,845
| Closed | -$205K | – | 299 |
|
|
2020
Q2 | $205K | Buy |
+2,845
| New | +$205K | 0.05% | 232 |
|
|
2017
Q1 | – | Sell |
-250
| Closed | -$22K | – | 458 |
|
|
2016
Q4 | $22K | Buy |
+250
| New | +$22K | 0.01% | 192 |
|