Focus Partners Wealth’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 | $48.4M | Sell |
405,659
-3,497
| -0.9% | -$417K | 0.1% | 189 |
|
|
2025
Q1 | $50.5M | Buy |
409,156
+6,613
| +2% | +$817K | 0.13% | 162 |
|
|
2024
Q4 | $45.9M | Buy |
402,543
+70,919
| +21% | +$8.08M | 0.12% | 167 |
|
|
2024
Q3 | $43.6M | Sell |
331,624
-115,380
| -26% | -$15.2M | 0.14% | 158 |
|
|
2024
Q2 | $62.9M | Buy |
447,004
+356,142
| +392% | +$50.1M | 0.21% | 112 |
|
|
2024
Q1 | $14.8M | Buy |
90,862
+82,949
| +1,048% | +$13.5M | 0.12% | 174 |
|
|
2023
Q4 | $1.05M | Buy |
+7,913
| New | +$1.05M | 0.01% | 443 |
|