FourThought Financial Partners’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 | $1.35M | Sell |
11,275
-4,407
| -28% | -$526K | 0.13% | 116 |
|
|
2025
Q1 | $1.94M | Sell |
15,682
-5,700
| -27% | -$704K | 0.2% | 100 |
|
|
2024
Q4 | $2.44M | Sell |
21,382
-27,365
| -56% | -$3.12M | 0.25% | 91 |
|
|
2024
Q3 | $6.41M | Buy |
48,747
+1,182
| +2% | +$155K | 0.76% | 47 |
|
|
2024
Q2 | $6.71M | Buy |
47,565
+268
| +0.6% | +$37.8K | 0.86% | 40 |
|
|
2024
Q1 | $7.73M | Sell |
47,297
-37,506
| -44% | -$6.13M | 0.89% | 34 |
|
|
2023
Q4 | $11.3M | Sell |
84,803
-1,022
| -1% | -$136K | 1.42% | 19 |
|
|
2023
Q3 | $10.3M | Sell |
85,825
-893
| -1% | -$107K | 1.44% | 20 |
|
|
2023
Q2 | $8.27M | Buy |
86,718
+3,855
| +5% | +$368K | 1.09% | 28 |
|
|
2023
Q1 | $8.4M | Buy |
82,863
+2,412
| +3% | +$245K | 1.15% | 27 |
|
|
2022
Q4 | $8.37M | Buy |
+80,451
| New | +$8.37M | 1.21% | 24 |
|