Fortem Financial Group’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 |
-2,040
| Closed | -$232K | – | 189 |
|
|
2024
Q4 | $232K | Sell |
2,040
-353
| -15% | -$40.2K | 0.09% | 164 |
|
|
2024
Q3 | $315K | Sell |
2,393
-10,838
| -82% | -$1.42M | 0.13% | 144 |
|
|
2024
Q2 | $1.87M | Sell |
13,231
-635
| -5% | -$89.6K | 0.8% | 34 |
|
|
2024
Q1 | $2.26M | Buy |
13,866
+354
| +3% | +$57.8K | 0.99% | 26 |
|
|
2023
Q4 | $1.8M | Buy |
13,512
+125
| +0.9% | +$16.6K | 0.9% | 30 |
|
|
2023
Q3 | $1.61M | Sell |
13,387
-2,666
| -17% | -$320K | 0.94% | 30 |
|
|
2023
Q2 | $1.53M | Sell |
16,053
-2,408
| -13% | -$230K | 0.91% | 30 |
|
|
2023
Q1 | $1.87M | Buy |
18,461
+6,598
| +56% | +$669K | 1.22% | 23 |
|
|
2022
Q4 | $1.23M | Buy |
11,863
+1,454
| +14% | +$151K | 0.72% | 39 |
|
|
2022
Q3 | $840K | Buy |
10,409
+94
| +0.9% | +$7.59K | 0.58% | 64 |
|
|
2022
Q2 | $846K | Buy |
+10,315
| New | +$846K | 0.55% | 59 |
|
|
2021
Q1 | – | Sell |
-36
| Closed | -$3K | – | 374 |
|
|
2020
Q4 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 436 |
|