Garde 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 | $104K | Buy |
872
+5
| +0.6% | +$596 | 0.01% | 258 |
|
|
2025
Q1 | $107K | Sell |
867
-436
| -33% | -$53.8K | 0.01% | 249 |
|
|
2024
Q4 | $148K | Buy |
1,303
+447
| +52% | +$50.8K | 0.01% | 233 |
|
|
2024
Q3 | $113K | Hold |
856
| – | – | 0.01% | 256 |
|
|
2024
Q2 | $121K | Buy |
856
+1
| +0.1% | +$141 | 0.01% | 247 |
|
|
2024
Q1 | $139K | Sell |
855
-383
| -31% | -$62.3K | 0.01% | 247 |
|
|
2023
Q4 | $165K | Buy |
+1,238
| New | +$165K | 0.01% | 226 |
|