Fiduciary Alliance’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 | $791K | Sell |
6,634
-1,679
| -20% | -$200K | 0.06% | 255 |
|
|
2025
Q1 | $1.03M | Buy |
8,313
+754
| +10% | +$93.1K | 0.1% | 164 |
|
|
2024
Q4 | $861K | Buy |
+7,559
| New | +$861K | 0.09% | 174 |
|
|
2023
Q3 | – | Sell |
-318
| Closed | -$30.3K | – | 748 |
|
|
2023
Q2 | $30.3K | Buy |
+318
| New | +$30.3K | 0.01% | 383 |
|