Fulcrum Equity 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 | $213K | Sell |
1,787
-652
| -27% | -$77.8K | 0.22% | 95 |
|
|
2025
Q1 | $301K | Buy |
2,439
+149
| +7% | +$18.4K | 0.33% | 67 |
|
|
2024
Q4 | $261K | Sell |
2,290
-1,680
| -42% | -$191K | 0.26% | 89 |
|
|
2024
Q3 | $522K | Sell |
3,970
-85
| -2% | -$11.2K | 0.44% | 75 |
|
|
2024
Q2 | $572K | Buy |
4,055
+62
| +2% | +$8.75K | 0.51% | 64 |
|
|
2024
Q1 | $652K | Sell |
3,993
-57
| -1% | -$9.31K | 0.77% | 43 |
|
|
2023
Q4 | $539K | Sell |
4,050
-289
| -7% | -$38.5K | 0.67% | 37 |
|
|
2023
Q3 | $521K | Buy |
4,339
+269
| +7% | +$32.3K | 0.61% | 46 |
|
|
2023
Q2 | $388K | Buy |
4,070
+621
| +18% | +$59.2K | 0.45% | 60 |
|
|
2023
Q1 | $350K | Buy |
3,449
+581
| +20% | +$58.9K | 0.33% | 61 |
|
|
2022
Q4 | $298K | Buy |
2,868
+281
| +11% | +$29.2K | 0.24% | 54 |
|
|
2022
Q3 | $209K | Buy |
+2,587
| New | +$209K | 0.18% | 61 |
|
|
2019
Q4 | – | Sell |
-22
| Closed | -$2K | – | 193 |
|
|
2019
Q3 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 218 |
|
|
2019
Q2 | – | Sell |
-5,019
| Closed | -$478K | – | 111 |
|
|
2019
Q1 | $478K | Buy |
5,019
+81
| +2% | +$7.71K | 0.16% | 38 |
|
|
2018
Q4 | $425K | Buy |
+4,938
| New | +$425K | 0.16% | 27 |
|