Future Financial Wealth 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 | $35.8K | Hold |
300
| – | – | 0.02% | 278 |
|
|
2025
Q1 | $37K | Hold |
300
| – | – | 0.03% | 265 |
|
|
2024
Q4 | $34.2K | Sell |
300
-150
| -33% | -$17.1K | 0.03% | 276 |
|
|
2024
Q3 | $59.2K | Buy |
+450
| New | +$59.2K | 0.04% | 233 |
|
|
2024
Q2 | – | Sell |
-500
| Closed | -$81.7K | – | 361 |
|
|
2024
Q1 | $81.7K | Buy |
+500
| New | +$81.7K | 0.06% | 197 |
|
|
2022
Q4 | – | Sell |
-4,331
| Closed | -$355K | – | 128 |
|
|
2022
Q3 | $355K | Buy |
+4,331
| New | +$355K | 0.41% | 72 |
|
|
2022
Q2 | – | Sell |
-466
| Closed | -$40K | – | 392 |
|
|
2022
Q1 | $40K | Sell |
466
-46
| -9% | -$3.95K | 0.03% | 293 |
|
|
2021
Q4 | $39K | Buy |
+512
| New | +$39K | 0.03% | 308 |
|