Energy Income Partners’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 | $1.65M | Sell |
13,792
-243
| -2% | -$29K | 0.03% | 84 |
|
2025
Q1 | $1.73M | Buy |
14,035
+4,932
| +54% | +$609K | 0.03% | 84 |
|
2024
Q4 | $1.04M | Sell |
9,103
-4,334
| -32% | -$494K | 0.02% | 87 |
|
2024
Q3 | $1.77M | Sell |
13,437
-59
| -0.4% | -$7.76K | 0.04% | 78 |
|
2024
Q2 | $1.91M | Buy |
13,496
+468
| +4% | +$66.1K | 0.04% | 75 |
|
2024
Q1 | $2.13M | Buy |
13,028
+3,250
| +33% | +$531K | 0.04% | 78 |
|
2023
Q4 | $1.3M | Buy |
9,778
+5,987
| +158% | +$797K | 0.03% | 75 |
|
2023
Q3 | $455K | Buy |
3,791
+391
| +12% | +$47K | 0.01% | 82 |
|
2023
Q2 | $324K | Buy |
3,400
+475
| +16% | +$45.3K | 0.01% | 79 |
|
2023
Q1 | $297K | Buy |
+2,925
| New | +$297K | 0.01% | 81 |
|