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