Fidelis Capital Partners’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 | $382K | Buy |
3,185
+30
| +1% | +$3.6K | 0.03% | 309 |
|
|
2025
Q1 | $328K | Buy |
3,155
+88
| +3% | +$9.15K | 0.03% | 302 |
|
|
2024
Q4 | $361K | Buy |
3,067
+172
| +6% | +$20.3K | 0.04% | 304 |
|
|
2024
Q3 | $374K | Sell |
2,895
-363
| -11% | -$46.9K | 0.04% | 283 |
|
|
2024
Q2 | $433K | Buy |
3,258
+499
| +18% | +$66.3K | 0.06% | 230 |
|
|
2024
Q1 | $451K | Buy |
2,759
+56
| +2% | +$9.15K | 0.07% | 222 |
|
|
2023
Q4 | $360K | Buy |
2,703
+243
| +10% | +$32.4K | 0.08% | 215 |
|
|
2023
Q3 | $296K | Buy |
2,460
+252
| +11% | +$30.3K | 0.1% | 198 |
|
|
2023
Q2 | $211K | Buy |
+2,208
| New | +$211K | 0.08% | 254 |
|