Empower Advisory Group’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 | – | Sell |
-1,960
| Closed | -$242K | – | 519 |
|
|
2025
Q1 | $242K | Sell |
1,960
-782
| -29% | -$96.6K | ﹤0.01% | 443 |
|
|
2024
Q4 | $312K | Buy |
2,742
+279
| +11% | +$31.8K | ﹤0.01% | 397 |
|
|
2024
Q3 | $324K | Buy |
2,463
+204
| +9% | +$26.8K | ﹤0.01% | 384 |
|
|
2024
Q2 | $319K | Sell |
2,259
-105
| -4% | -$14.8K | ﹤0.01% | 380 |
|
|
2024
Q1 | $386K | Sell |
2,364
-500
| -17% | -$81.7K | ﹤0.01% | 352 |
|
|
2023
Q4 | $381K | Sell |
2,864
-162
| -5% | -$21.6K | ﹤0.01% | 341 |
|
|
2023
Q3 | $364K | Buy |
3,026
+72
| +2% | +$8.65K | ﹤0.01% | 339 |
|
|
2023
Q2 | $282K | Sell |
2,954
-59
| -2% | -$5.63K | ﹤0.01% | 399 |
|
|
2023
Q1 | $310K | Buy |
+3,013
| New | +$310K | ﹤0.01% | 378 |
|