Forte 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
Q2 | $259K | Buy |
2,175
+284
| +15% | +$33.9K | 0.03% | 225 |
|
|
2025
Q1 | $234K | Buy |
+1,891
| New | +$234K | 0.03% | 226 |
|
|
2024
Q4 | – | Sell |
-1,606
| Closed | -$211K | – | 240 |
|
|
2024
Q3 | $211K | Sell |
1,606
-2
| -0.1% | -$263 | 0.02% | 233 |
|
|
2024
Q2 | $227K | Buy |
1,608
+2
| +0.1% | +$282 | 0.03% | 225 |
|
|
2024
Q1 | $262K | Hold |
1,606
| – | – | 0.03% | 208 |
|
|
2023
Q4 | $214K | Buy |
+1,606
| New | +$214K | 0.03% | 216 |
|
|
2021
Q2 | – | Sell |
-2,472
| Closed | -$202K | – | 219 |
|
|
2021
Q1 | $202K | Buy |
+2,472
| New | +$202K | 0.03% | 203 |
|
|
2020
Q3 | – | Sell |
-2,819
| Closed | -$203K | – | 193 |
|
|
2020
Q2 | $203K | Buy |
+2,819
| New | +$203K | 0.04% | 174 |
|
|
2018
Q1 | – | Sell |
-2,759
| Closed | -$279K | – | 138 |
|
|
2017
Q4 | $279K | Hold |
2,759
| – | – | 0.08% | 139 |
|
|
2017
Q3 | $253K | Buy |
+2,759
| New | +$253K | 0.08% | 141 |
|