Financial Partners Group (Tennessee)’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,553
| Closed | -$204K | – | 100 |
|
|
2024
Q3 | $204K | Buy |
1,553
+12
| +0.8% | +$1.58K | 0.08% | 97 |
|
|
2024
Q2 | $218K | Sell |
1,541
-7
| -0.5% | -$988 | 0.08% | 94 |
|
|
2024
Q1 | $253K | Sell |
1,548
-1,415
| -48% | -$231K | 0.1% | 86 |
|
|
2023
Q4 | $394K | Buy |
2,963
+22
| +0.7% | +$2.93K | 0.18% | 68 |
|
|
2023
Q3 | $353K | Buy |
2,941
+24
| +0.8% | +$2.88K | 0.17% | 68 |
|
|
2023
Q2 | $278K | Sell |
2,917
-829
| -22% | -$79.1K | 0.14% | 73 |
|
|
2023
Q1 | $380K | Buy |
3,746
+275
| +8% | +$27.9K | 0.2% | 62 |
|
|
2022
Q4 | $361K | Buy |
+3,471
| New | +$361K | 0.21% | 58 |
|