Forum Financial Management’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 | $995K | Buy |
8,343
+725
| +10% | +$86.5K | 0.02% | 214 |
|
|
2025
Q1 | $941K | Buy |
7,618
+132
| +2% | +$16.3K | 0.02% | 219 |
|
|
2024
Q4 | $853K | Buy |
7,486
+77
| +1% | +$8.77K | 0.01% | 229 |
|
|
2024
Q3 | $974K | Sell |
7,409
-153
| -2% | -$20.1K | 0.02% | 189 |
|
|
2024
Q2 | $1.07M | Sell |
7,562
-335
| -4% | -$47.3K | 0.02% | 167 |
|
|
2024
Q1 | $1.29M | Buy |
7,897
+239
| +3% | +$39K | 0.02% | 161 |
|
|
2023
Q4 | $1.02M | Sell |
7,658
-1,181
| -13% | -$157K | 0.02% | 161 |
|
|
2023
Q3 | $1.06M | Buy |
8,839
+1,285
| +17% | +$154K | 0.02% | 150 |
|
|
2023
Q2 | $721K | Buy |
7,554
+44
| +0.6% | +$4.2K | 0.02% | 212 |
|
|
2023
Q1 | $761K | Buy |
7,510
+15
| +0.2% | +$1.52K | 0.02% | 181 |
|
|
2022
Q4 | $780K | Buy |
7,495
+816
| +12% | +$84.9K | 0.03% | 174 |
|
|
2022
Q3 | $539K | Sell |
6,679
-1,449
| -18% | -$117K | 0.03% | 210 |
|
|
2022
Q2 | $666K | Buy |
8,128
+1,509
| +23% | +$124K | 0.03% | 179 |
|
|
2022
Q1 | $571K | Buy |
6,619
+237
| +4% | +$20.4K | 0.03% | 215 |
|
|
2021
Q4 | $462K | Buy |
+6,382
| New | +$462K | 0.02% | 268 |
|