Financial Management Network’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 |
-1,857
| Closed | -$216K | – | 162 |
|
|
2024
Q4 | $216K | Buy |
1,857
+2
| +0.1% | +$232 | 0.04% | 154 |
|
|
2024
Q3 | $257K | Sell |
1,855
-366
| -16% | -$50.7K | 0.05% | 148 |
|
|
2024
Q2 | $307K | Buy |
2,221
+28
| +1% | +$3.88K | 0.07% | 121 |
|
|
2024
Q1 | $374K | Buy |
2,193
+1
| +0% | +$171 | 0.09% | 118 |
|
|
2023
Q4 | $296K | Buy |
2,192
+2
| +0.1% | +$270 | 0.09% | 117 |
|
|
2023
Q3 | $242K | Buy |
+2,190
| New | +$242K | 0.08% | 129 |
|