Financial Gravity Asset Management’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 | $49K | Buy |
+397
| New | +$49K | 0.01% | 306 |
|
|
2024
Q2 | $56K | Sell |
397
-438
| -52% | -$61.8K | 0.01% | 248 |
|
|
2024
Q1 | $125K | Sell |
835
-3,936
| -82% | -$587K | 0.02% | 256 |
|
|
2023
Q4 | $406K | Buy |
4,771
+400
| +9% | +$34.1K | ﹤0.01% | 458 |
|
|
2023
Q3 | $353K | Buy |
4,371
+4,276
| +4,501% | +$345K | ﹤0.01% | 452 |
|
|
2023
Q2 | $13.6K | Sell |
95
-6
| -6% | -$857 | 0.04% | 220 |
|
|
2023
Q1 | $3.08K | Sell |
101
-3
| -3% | -$91 | 0.09% | 237 |
|
|
2022
Q4 | $1.1K | Sell |
104
-1,192
| -92% | -$12.6K | 0.01% | 651 |
|
|
2022
Q3 | $2.37K | Sell |
1,296
-180
| -12% | -$329 | 0.08% | 248 |
|
|
2022
Q2 | $2.48K | Sell |
1,476
-282
| -16% | -$474 | 0.08% | 257 |
|
|
2022
Q1 | $3.74K | Buy |
+1,758
| New | +$3.74K | 0.1% | 173 |
|
|
2020
Q2 | – | Sell |
-1,568
| Closed | -$175 | – | 677 |
|
|
2020
Q1 | $175 | Buy |
1,568
+2
| +0.1% | – | ﹤0.01% | 773 |
|
|
2019
Q4 | $174K | Sell |
1,566
-2
| -0.1% | -$222 | 0.12% | 146 |
|
|
2019
Q3 | $161K | Hold |
1,568
| – | – | 0.14% | 143 |
|
|
2019
Q2 | $147K | Sell |
1,568
-10
| -0.6% | -$938 | 0.12% | 182 |
|
|
2019
Q1 | $150K | Buy |
+1,578
| New | +$150K | 0.12% | 167 |
|
|
2018
Q3 | $353K | Buy |
3,525
+1,993
| +130% | +$200K | 0.37% | 44 |
|
|
2018
Q2 | $188K | Buy |
1,532
+972
| +174% | +$119K | 0.18% | 135 |
|
|
2018
Q1 | $64K | Buy |
+560
| New | +$64K | 0.07% | 256 |
|