Everhart Financial Group’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 | $405K | Sell |
3,395
-856
| -20% | -$102K | 0.05% | 254 |
|
|
2025
Q1 | $525K | Buy |
4,251
+628
| +17% | +$77.5K | 0.07% | 197 |
|
|
2024
Q4 | $413K | Buy |
3,623
+111
| +3% | +$12.6K | 0.09% | 215 |
|
|
2024
Q3 | $462K | Buy |
3,512
+328
| +10% | +$43.1K | 0.1% | 204 |
|
|
2024
Q2 | $449K | Sell |
3,184
-86
| -3% | -$12.1K | 0.12% | 174 |
|
|
2024
Q1 | $534K | Buy |
3,270
+171
| +6% | +$27.9K | 0.16% | 139 |
|
|
2023
Q4 | $413K | Buy |
3,099
+307
| +11% | +$40.9K | 0.15% | 138 |
|
|
2023
Q3 | $335K | Buy |
2,792
+234
| +9% | +$28.1K | 0.14% | 141 |
|
|
2023
Q2 | $244K | Buy |
2,558
+162
| +7% | +$15.5K | 0.1% | 179 |
|
|
2023
Q1 | $243K | Buy |
2,396
+438
| +22% | +$44.4K | 0.11% | 164 |
|
|
2022
Q4 | $204K | Buy |
+1,958
| New | +$204K | 0.1% | 171 |
|
|
2022
Q3 | – | Sell |
-2,676
| Closed | -$219K | – | 215 |
|
|
2022
Q2 | $219K | Buy |
+2,676
| New | +$219K | 0.13% | 162 |
|