Fort Point Capital Partners’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.84M Sell
2025
Q1
$8.85M Sell
2024
Q4
$8.16M Sell
2024
Q3
$9.42M Buy
2024
Q2
$10.1M Sell
2024
Q1
$11.7M Hold
2023
Q4
$9.53M Hold
2023
Q3
$8.6M Buy
2023
Q2
$6.83M Hold
2023
Q1
$7.26M Hold
2022
Q4
$7.45M Hold
2022
Q3
$5.78M Hold
2022
Q2
$5.87M Sell
2022
Q1
$6.19M Buy