Foundations Investment Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $946K | Buy |
7,929
+2,713
| +52% | +$324K | 0.01% | 445 |
|
|
2025
Q1 | $644K | Buy |
5,216
+516
| +11% | +$63.7K | 0.01% | 508 |
|
|
2024
Q4 | $536K | Buy |
4,700
+721
| +18% | +$82.1K | 0.01% | 526 |
|
|
2024
Q3 | $523K | Buy |
3,979
+20
| +0.5% | +$2.63K | 0.01% | 509 |
|
|
2024
Q2 | $559K | Buy |
3,959
+720
| +22% | +$102K | 0.01% | 470 |
|
|
2024
Q1 | $529K | Buy |
3,239
+9
| +0.3% | +$1.47K | 0.01% | 453 |
|
|
2023
Q4 | $470K | Buy |
3,230
+261
| +9% | +$38K | 0.01% | 449 |
|
|
2023
Q3 | $357K | Buy |
2,969
+174
| +6% | +$20.9K | 0.01% | 470 |
|
|
2023
Q2 | $267K | Sell |
2,795
-70
| -2% | -$6.68K | 0.01% | 492 |
|
|
2023
Q1 | $290K | Buy |
2,865
+524
| +22% | +$53.1K | 0.01% | 406 |
|
|
2022
Q4 | $244K | Sell |
2,341
-949
| -29% | -$98.8K | 0.01% | 381 |
|
|
2022
Q3 | $266K | Buy |
3,290
+49
| +2% | +$3.96K | 0.01% | 338 |
|
|
2022
Q2 | $258K | Buy |
+3,241
| New | +$258K | 0.01% | 327 |
|
|
2020
Q4 | – | Sell |
-6,637
| Closed | -$339K | – | 198 |
|
|
2020
Q3 | $339K | Sell |
6,637
-3,021
| -31% | -$154K | 0.07% | 130 |
|
|
2020
Q2 | $661K | Buy |
+9,658
| New | +$661K | 0.06% | 93 |
|