Founders Financial Securities’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 | $248K | Sell |
2,081
-1,520
| -42% | -$181K | 0.02% | 452 |
|
|
2025
Q1 | $381K | Buy |
3,601
+214
| +6% | +$22.6K | 0.03% | 361 |
|
|
2024
Q4 | $386K | Buy |
3,387
+175
| +5% | +$19.9K | 0.03% | 342 |
|
|
2024
Q3 | $422K | Sell |
3,212
-447
| -12% | -$58.8K | 0.04% | 295 |
|
|
2024
Q2 | $517K | Buy |
3,659
+466
| +15% | +$65.8K | 0.05% | 281 |
|
|
2024
Q1 | $522K | Buy |
+3,193
| New | +$522K | 0.05% | 257 |
|