FPCP
Fort Point Capital Partners’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.84M | Sell |
32,199
-39,434
| -55% | -$4.7M | 0.28% | 50 |
|
|
2025
Q1 | $8.85M | Sell |
71,633
-7
| -0% | -$864 | 0.98% | 24 |
|
|
2024
Q4 | $8.16M | Sell |
71,640
-53
| -0.1% | -$6.04K | 0.89% | 29 |
|
|
2024
Q3 | $9.42M | Buy |
71,693
+84
| +0.1% | +$11K | 1.16% | 18 |
|
|
2024
Q2 | $10.1M | Sell |
71,609
-5
| -0% | -$706 | 1.28% | 17 |
|
|
2024
Q1 | $11.7M | Hold |
71,614
| – | – | 1.56% | 15 |
|
|
2023
Q4 | $9.53M | Hold |
71,614
| – | – | 1.35% | 16 |
|
|
2023
Q3 | $8.6M | Buy |
71,614
+5
| +0% | +$601 | 1.31% | 15 |
|
|
2023
Q2 | $6.83M | Hold |
71,609
| – | – | 0.96% | 24 |
|
|
2023
Q1 | $7.26M | Hold |
71,609
| – | – | 1.1% | 17 |
|
|
2022
Q4 | $7.45M | Hold |
71,609
| – | – | 1.16% | 16 |
|
|
2022
Q3 | $5.78M | Hold |
71,609
| – | – | 0.96% | 25 |
|
|
2022
Q2 | $5.87M | Sell |
71,609
-10
| -0% | -$820 | 0.96% | 28 |
|
|
2022
Q1 | $6.19M | Buy |
+71,619
| New | +$6.19M | 0.86% | 30 |
|