FORA Capital’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,977
| Closed | -$681K | – | 627 |
|
|
2024
Q4 | $681K | Sell |
5,977
-74,442
| -93% | -$8.48M | 0.08% | 231 |
|
|
2024
Q3 | $10.6M | Buy |
+80,419
| New | +$10.6M | 1.24% | 11 |
|
|
2023
Q1 | – | Sell |
-36,444
| Closed | -$3.79M | – | 663 |
|
|
2022
Q4 | $3.79M | Buy |
+36,444
| New | +$3.79M | 0.61% | 35 |
|
|
2022
Q3 | – | Sell |
-13,414
| Closed | -$1.1M | – | 532 |
|
|
2022
Q2 | $1.1M | Buy |
13,414
+904
| +7% | +$74.1K | 0.22% | 148 |
|
|
2022
Q1 | $1.09M | Buy |
12,510
+8,349
| +201% | +$730K | 0.2% | 146 |
|
|
2021
Q4 | $302K | Sell |
4,161
-6,102
| -59% | -$443K | 0.12% | 220 |
|
|
2021
Q3 | $719K | Buy |
10,263
+4,459
| +77% | +$312K | 0.18% | 154 |
|
|
2021
Q2 | $498K | Buy |
+5,804
| New | +$498K | 0.09% | 260 |
|
|
2020
Q3 | – | Sell |
-15,809
| Closed | -$1.14M | – | 916 |
|
|
2020
Q2 | $1.14M | Sell |
15,809
-32,972
| -68% | -$2.37M | 0.39% | 52 |
|
|
2020
Q1 | $2.62M | Buy |
48,781
+17,686
| +57% | +$949K | 0.57% | 24 |
|
|
2019
Q4 | $3.46M | Buy |
+31,095
| New | +$3.46M | 0.35% | 51 |
|