Envestnet Portfolio Solutions’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.71M | Sell |
39,501
-3,626
| -8% | -$433K | 0.02% | 379 |
|
|
2025
Q1 | $5.33M | Sell |
43,127
-25,783
| -37% | -$3.18M | 0.02% | 351 |
|
|
2024
Q4 | $7.85M | Sell |
68,910
-257
| -0.4% | -$29.3K | 0.03% | 296 |
|
|
2024
Q3 | $9.09M | Sell |
69,167
-4,549
| -6% | -$598K | 0.03% | 267 |
|
|
2024
Q2 | $10.4M | Sell |
73,716
-7,422
| -9% | -$1.05M | 0.04% | 228 |
|
|
2024
Q1 | $13.3M | Sell |
81,138
-1,200
| -1% | -$196K | 0.05% | 188 |
|
|
2023
Q4 | $11M | Buy |
82,338
+2,992
| +4% | +$398K | 0.05% | 197 |
|
|
2023
Q3 | $9.53M | Buy |
+79,346
| New | +$9.53M | 0.05% | 192 |
|