Farther Finance Advisors’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 | $1.74M | Buy |
14,546
+988
| +7% | +$118K | 0.03% | 414 |
|
|
2025
Q1 | $1.69M | Buy |
13,558
+5,372
| +66% | +$668K | 0.04% | 348 |
|
|
2024
Q4 | $933K | Buy |
8,186
+229
| +3% | +$26.1K | 0.03% | 386 |
|
|
2024
Q3 | $1.05M | Buy |
7,957
+354
| +5% | +$46.5K | 0.04% | 337 |
|
|
2024
Q2 | $1.07M | Buy |
7,603
+965
| +15% | +$136K | 0.05% | 290 |
|
|
2024
Q1 | $1.08M | Buy |
6,638
+925
| +16% | +$151K | 0.07% | 238 |
|
|
2023
Q4 | $761K | Buy |
5,713
+1,241
| +28% | +$165K | 0.05% | 271 |
|
|
2023
Q3 | $537K | Buy |
4,472
+90
| +2% | +$10.8K | 0.08% | 198 |
|
|
2023
Q2 | $418K | Buy |
4,382
+669
| +18% | +$63.8K | 0.09% | 184 |
|
|
2023
Q1 | $376K | Buy |
3,713
+1,865
| +101% | +$189K | 0.11% | 171 |
|
|
2022
Q4 | $192K | Buy |
+1,848
| New | +$192K | 0.07% | 227 |
|