Financial Perspectives’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 | $7.52K | Hold |
63
| – | – | ﹤0.01% | 537 |
|
|
2025
Q1 | $7.78K | Hold |
63
| – | – | ﹤0.01% | 528 |
|
|
2024
Q4 | $7.18K | Hold |
63
| – | – | ﹤0.01% | 541 |
|
|
2024
Q3 | $8.28K | Hold |
63
| – | – | ﹤0.01% | 490 |
|
|
2024
Q2 | $8.89K | Hold |
63
| – | – | ﹤0.01% | 478 |
|
|
2024
Q1 | $10.3K | Hold |
63
| – | – | ﹤0.01% | 458 |
|
|
2023
Q4 | $8.39K | Hold |
63
| – | – | ﹤0.01% | 493 |
|
|
2023
Q3 | $7.57K | Hold |
63
| – | – | ﹤0.01% | 480 |
|
|
2023
Q2 | $6.01K | Hold |
63
| – | – | ﹤0.01% | 496 |
|
|
2023
Q1 | $6.39K | Hold |
63
| – | – | ﹤0.01% | 487 |
|
|
2022
Q4 | $6.56K | Hold |
63
| – | – | ﹤0.01% | 489 |
|
|
2022
Q3 | $5.09K | Hold |
63
| – | – | ﹤0.01% | 502 |
|
|
2022
Q2 | $5.17K | Hold |
63
| – | – | ﹤0.01% | 514 |
|
|
2022
Q1 | $5.44K | Hold |
63
| – | – | ﹤0.01% | 529 |
|
|
2021
Q4 | $4.57K | Hold |
63
| – | – | ﹤0.01% | 525 |
|
|
2021
Q3 | $4.41K | Hold |
63
| – | – | ﹤0.01% | 532 |
|
|
2021
Q2 | $5.41K | Sell |
63
-5,074
| -99% | -$435K | ﹤0.01% | 531 |
|
|
2021
Q1 | $63K | Buy |
5,137
+5,074
| +8,054% | +$62.2K | ﹤0.01% | 544 |
|
|
2020
Q4 | $4.41K | Hold |
63
| – | – | ﹤0.01% | 489 |
|
|
2020
Q3 | $3.27K | Hold |
63
| – | – | ﹤0.01% | 460 |
|
|
2020
Q2 | $4.53K | Hold |
63
| – | – | ﹤0.01% | 417 |
|
|
2020
Q1 | $3.38K | Hold |
63
| – | – | ﹤0.01% | 416 |
|
|
2019
Q4 | $7.02K | Buy |
+63
| New | +$7.02K | ﹤0.01% | 367 |
|