FCG Investment Company’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,803
| Closed | -$661K | – | 107 |
|
|
2024
Q4 | $661K | Sell |
5,803
-812
| -12% | -$92.5K | 0.4% | 56 |
|
|
2024
Q3 | $870K | Sell |
6,615
-1,983
| -23% | -$261K | 0.57% | 57 |
|
|
2024
Q2 | $1.21M | Sell |
8,598
-524
| -6% | -$74K | 0.92% | 31 |
|
|
2024
Q1 | $1.49M | Buy |
9,122
+2,427
| +36% | +$396K | 1.19% | 20 |
|
|
2023
Q4 | $891K | Buy |
+6,695
| New | +$891K | 0.87% | 33 |
|