Focus Financial 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
Q2 | $523K | Sell |
4,386
-31
| -0.7% | -$3.7K | 0.02% | 422 |
|
|
2025
Q1 | $545K | Sell |
4,417
-157
| -3% | -$19.4K | 0.02% | 405 |
|
|
2024
Q4 | $521K | Sell |
4,574
-287
| -6% | -$32.7K | 0.02% | 408 |
|
|
2024
Q3 | $639K | Buy |
4,861
+104
| +2% | +$13.7K | 0.03% | 350 |
|
|
2024
Q2 | $670K | Buy |
4,757
+301
| +7% | +$42.4K | 0.03% | 335 |
|
|
2024
Q1 | $683K | Sell |
4,456
-5,778
| -56% | -$886K | 0.03% | 312 |
|
|
2023
Q4 | $1.36M | Buy |
10,234
+6,292
| +160% | +$838K | 0.05% | 267 |
|
|
2023
Q3 | $474K | Buy |
3,942
+1,040
| +36% | +$125K | 0.03% | 370 |
|
|
2023
Q2 | $277K | Buy |
2,902
+625
| +27% | +$59.6K | 0.02% | 489 |
|
|
2023
Q1 | $231K | Buy |
2,277
+3
| +0.1% | +$304 | 0.01% | 506 |
|
|
2022
Q4 | $237K | Buy |
+2,274
| New | +$237K | 0.02% | 418 |
|
|
2022
Q1 | – | Sell |
-7,466
| Closed | -$541K | – | 594 |
|
|
2021
Q4 | $541K | Buy |
+7,466
| New | +$541K | 0.08% | 211 |
|