Financial Management Professionals’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 | $90.3K | Sell |
757
-743
| -50% | -$88.6K | 0.01% | 197 |
|
|
2025
Q1 | $185K | Sell |
1,500
-2
| -0.1% | -$247 | 0.02% | 143 |
|
|
2024
Q4 | $171K | Buy |
1,502
+13
| +0.9% | +$1.48K | 0.02% | 155 |
|
|
2024
Q3 | $196K | Buy |
1,489
+387
| +35% | +$50.9K | 0.02% | 143 |
|
|
2024
Q2 | $156K | Buy |
1,102
+332
| +43% | +$47K | 0.02% | 159 |
|
|
2024
Q1 | $126K | Sell |
770
-500
| -39% | -$81.8K | 0.02% | 178 |
|
|
2023
Q4 | $169K | Hold |
1,270
| – | – | 0.03% | 145 |
|
|
2023
Q3 | $153K | Hold |
1,270
| – | – | 0.03% | 140 |
|
|
2023
Q2 | $121K | Hold |
1,270
| – | – | 0.02% | 163 |
|
|
2023
Q1 | $129K | Buy |
1,270
+67
| +6% | +$6.81K | 0.02% | 166 |
|
|
2022
Q4 | $125K | Sell |
1,203
-315
| -21% | -$32.7K | 0.03% | 140 |
|
|
2022
Q3 | $123K | Buy |
1,518
+296
| +24% | +$24K | 0.03% | 137 |
|
|
2022
Q2 | $100K | Buy |
1,222
+45
| +4% | +$3.68K | 0.02% | 155 |
|
|
2022
Q1 | $102K | Buy |
1,177
+38
| +3% | +$3.29K | 0.02% | 163 |
|
|
2021
Q4 | $83K | Hold |
1,139
| – | – | 0.02% | 195 |
|
|
2021
Q3 | $80K | Sell |
1,139
-120
| -10% | -$8.43K | 0.02% | 189 |
|
|
2021
Q2 | $108K | Sell |
1,259
-216
| -15% | -$18.5K | 0.03% | 138 |
|
|
2021
Q1 | $120K | Sell |
1,475
-485
| -25% | -$39.5K | 0.03% | 109 |
|
|
2020
Q4 | $137K | Sell |
1,960
-15
| -0.8% | -$1.05K | 0.04% | 89 |
|
|
2020
Q3 | $102K | Hold |
1,975
| – | – | 0.04% | 104 |
|
|
2020
Q2 | $142K | Buy |
1,975
+184
| +10% | +$13.2K | 0.05% | 70 |
|
|
2020
Q1 | $96K | Sell |
1,791
-207
| -10% | -$11.1K | 0.04% | 60 |
|
|
2019
Q4 | $223K | Sell |
1,998
-219
| -10% | -$24.4K | 0.07% | 48 |
|
|
2019
Q3 | $227K | Hold |
2,217
| – | – | 0.08% | 47 |
|
|
2019
Q2 | $207K | Hold |
2,217
| – | – | 0.08% | 48 |
|
|
2019
Q1 | $211K | Sell |
2,217
-50
| -2% | -$4.76K | 0.08% | 43 |
|
|
2018
Q4 | $195K | Sell |
2,267
-178
| -7% | -$15.3K | 0.12% | 40 |
|
|
2018
Q3 | $276K | Buy |
2,445
+52
| +2% | +$5.87K | 0.11% | 35 |
|
|
2018
Q2 | $269K | Buy |
2,393
+831
| +53% | +$93.4K | 0.11% | 35 |
|
|
2018
Q1 | $150K | Hold |
1,562
| – | – | 0.08% | 50 |
|
|
2017
Q4 | $157K | Hold |
1,562
| – | – | 0.07% | 46 |
|
|
2017
Q3 | $143K | Hold |
1,562
| – | – | 0.06% | 47 |
|
|
2017
Q2 | $129K | Hold |
1,562
| – | – | 0.06% | 52 |
|
|
2017
Q1 | $123K | Hold |
1,562
| – | – | 0.06% | 52 |
|
|
2016
Q4 | $134K | Hold |
1,562
| – | – | 0.07% | 50 |
|
|
2016
Q3 | $125K | Hold |
1,562
| – | – | 0.06% | 51 |
|
|
2016
Q2 | $123K | Hold |
1,562
| – | – | 0.06% | 54 |
|
|
2016
Q1 | $135K | Hold |
1,562
| – | – | 0.07% | 45 |
|
|
2015
Q4 | $127K | Hold |
1,562
| – | – | 0.07% | 51 |
|
|
2015
Q3 | $120K | Hold |
1,562
| – | – | 0.08% | 50 |
|
|
2015
Q2 | $125K | Hold |
1,562
| – | – | 0.06% | 48 |
|
|
2015
Q1 | $123K | Hold |
1,562
| – | – | 0.06% | 44 |
|
|
2014
Q4 | $112K | Hold |
1,562
| – | – | 0.06% | 50 |
|
|
2014
Q3 | $127K | Hold |
1,562
| – | – | 0.09% | 45 |
|
|
2014
Q2 | $125K | Hold |
1,562
| – | – | 0.08% | 48 |
|
|
2014
Q1 | $120K | Buy |
1,562
+414
| +36% | +$31.8K | 0.08% | 51 |
|
|
2013
Q4 | $89K | Hold |
1,148
| – | – | 0.06% | 55 |
|
|
2013
Q3 | $66K | Hold |
1,148
| – | – | 0.04% | 71 |
|
|
2013
Q2 | $68K | Buy |
+1,148
| New | +$68K | 0.05% | 67 |
|