Empowered Funds’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 | $27.9M | Buy |
234,254
+80,118
| +52% | +$9.56M | 0.32% | 55 |
|
|
2025
Q1 | $19M | Sell |
154,136
-14,378
| -9% | -$1.78M | 0.27% | 58 |
|
|
2024
Q4 | $19.2M | Buy |
168,514
+15,462
| +10% | +$1.76M | 0.28% | 53 |
|
|
2024
Q3 | $20.1M | Sell |
153,052
-13,599
| -8% | -$1.79M | 0.32% | 39 |
|
|
2024
Q2 | $23.5M | Sell |
166,651
-38,931
| -19% | -$5.5M | 0.41% | 29 |
|
|
2024
Q1 | $33.6M | Buy |
205,582
+65,263
| +47% | +$10.7M | 0.61% | 15 |
|
|
2023
Q4 | $18.7M | Buy |
140,319
+1,833
| +1% | +$244K | 0.47% | 20 |
|
|
2023
Q3 | $16.6M | Sell |
138,486
-11,947
| -8% | -$1.44M | 0.49% | 17 |
|
|
2023
Q2 | $14.3M | Buy |
150,433
+9,945
| +7% | +$949K | 0.5% | 21 |
|
|
2023
Q1 | $14.2M | Buy |
+140,488
| New | +$14.2M | 0.84% | 16 |
|
|
2022
Q4 | – | Sell |
-82,187
| Closed | -$6.63M | – | 399 |
|
|
2022
Q3 | $6.63M | Buy |
+82,187
| New | +$6.63M | 0.64% | 32 |
|