Full Sail Capital’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 | $259K | Buy |
+2,170
| New | +$259K | 0.01% | 194 |
|
|
2024
Q3 | – | Sell |
-3,935
| Closed | -$556K | – | 173 |
|
|
2024
Q2 | $556K | Sell |
3,935
-60
| -2% | -$8.47K | 0.04% | 116 |
|
|
2024
Q1 | $653K | Sell |
3,995
-1,314
| -25% | -$215K | 0.05% | 108 |
|
|
2023
Q4 | $707K | Sell |
5,309
-832
| -14% | -$111K | 0.05% | 102 |
|
|
2023
Q3 | $738K | Sell |
6,141
-1,439
| -19% | -$173K | 0.06% | 88 |
|
|
2023
Q2 | $723K | Sell |
7,580
-3
| -0% | -$286 | 0.06% | 91 |
|
|
2023
Q1 | $769K | Buy |
7,583
+20
| +0.3% | +$2.03K | 0.07% | 87 |
|
|
2022
Q4 | $787K | Sell |
7,563
-2,956
| -28% | -$308K | 0.07% | 85 |
|
|
2022
Q3 | $849K | Hold |
10,519
| – | – | 0.09% | 79 |
|
|
2022
Q2 | $862K | Hold |
10,519
| – | – | 0.08% | 82 |
|
|
2022
Q1 | $909K | Buy |
10,519
+6,100
| +138% | +$527K | 0.08% | 86 |
|
|
2021
Q4 | $380K | Sell |
4,419
-436
| -9% | -$37.5K | 0.03% | 113 |
|
|
2021
Q3 | $340K | Buy |
4,855
+1,918
| +65% | +$134K | 0.03% | 120 |
|
|
2021
Q2 | $252K | Hold |
2,937
| – | – | 0.02% | 135 |
|
|
2021
Q1 | $237K | Hold |
2,937
| – | – | 0.02% | 150 |
|
|
2020
Q4 | $209K | Buy |
+2,937
| New | +$209K | 0.02% | 152 |
|