F/M Investments’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
$2.16M Buy
18,066
+974
+6% +$116K 0.08% 228
2025
Q1
$2.11M Sell
17,092
-696
-4% -$86K 0.08% 223
2024
Q4
$2.03M Buy
17,788
+3,646
+26% +$415K 0.07% 228
2024
Q3
$1.89M Sell
14,142
-1,479
-9% -$197K 0.06% 216
2024
Q2
$2.19M Buy
+15,621
New +$2.19M 0.08% 204