Fortune Financial Advisors’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 | $246K | Hold |
2,060
| – | – | 0.2% | 83 |
|
|
2025
Q1 | $254K | Hold |
2,060
| – | – | 0.22% | 84 |
|
|
2024
Q4 | $235K | Hold |
2,060
| – | – | 0.21% | 83 |
|
|
2024
Q3 | $271K | Hold |
2,060
| – | – | 0.25% | 82 |
|
|
2024
Q2 | $291K | Hold |
2,060
| – | – | 0.18% | 108 |
|
|
2024
Q1 | $336K | Hold |
2,060
| – | – | 0.21% | 104 |
|
|
2023
Q4 | $274K | Hold |
2,060
| – | – | 0.19% | 106 |
|
|
2023
Q3 | $248K | Buy |
+2,060
| New | +$248K | 0.19% | 104 |
|