Ethic Inc’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 | $1.59M | Buy |
13,347
+1,603
| +14% | +$191K | 0.03% | 489 |
|
|
2025
Q1 | $1.46M | Buy |
11,744
+2,649
| +29% | +$329K | 0.03% | 496 |
|
|
2024
Q4 | $1.04M | Buy |
9,095
+6,398
| +237% | +$729K | 0.02% | 591 |
|
|
2024
Q3 | $440K | Sell |
2,697
-1,257
| -32% | -$205K | 0.01% | 789 |
|
|
2024
Q2 | $558K | Buy |
3,954
+1,257
| +47% | +$177K | 0.01% | 736 |
|
|
2024
Q1 | $440K | Buy |
2,697
+100
| +4% | +$16.3K | 0.01% | 788 |
|
|
2023
Q4 | $346K | Buy |
2,597
+250
| +11% | +$33.3K | 0.01% | 841 |
|
|
2023
Q3 | $282K | Buy |
2,347
+159
| +7% | +$19.1K | 0.01% | 831 |
|
|
2023
Q2 | $209K | Sell |
2,188
-630
| -22% | -$60.1K | 0.01% | 898 |
|
|
2023
Q1 | $286K | Sell |
2,818
-1,022
| -27% | -$104K | 0.01% | 798 |
|
|
2022
Q4 | $400K | Buy |
3,840
+759
| +25% | +$79K | 0.02% | 639 |
|
|
2022
Q3 | $249K | Buy |
+3,081
| New | +$249K | 0.02% | 691 |
|