Global Retirement 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 | $1.23M | Buy |
+10,310
| New | +$1.23M | 0.03% | 452 |
|
|
2024
Q4 | $1.04M | Buy |
9,140
+48
| +0.5% | +$5.47K | 0.03% | 442 |
|
|
2024
Q3 | $1.2M | Sell |
9,092
-134
| -1% | -$17.6K | 0.04% | 399 |
|
|
2024
Q2 | $1.3M | Buy |
9,226
+6,442
| +231% | +$909K | 0.04% | 365 |
|
|
2024
Q1 | $455K | Buy |
2,784
+82
| +3% | +$13.4K | 0.02% | 553 |
|
|
2023
Q4 | $350K | Buy |
2,702
+610
| +29% | +$79K | 0.01% | 573 |
|
|
2023
Q3 | $231K | Buy |
2,092
+78
| +4% | +$8.62K | 0.01% | 621 |
|
|
2023
Q2 | $192K | Buy |
2,014
+30
| +2% | +$2.86K | 0.01% | 712 |
|
|
2023
Q1 | $190K | Buy |
1,984
+218
| +12% | +$20.9K | 0.01% | 687 |
|
|
2022
Q4 | $184K | Buy |
1,766
+686
| +64% | +$71.4K | 0.01% | 614 |
|
|
2022
Q3 | $113K | Sell |
1,080
-9
| -0.8% | -$942 | 0.01% | 737 |
|
|
2022
Q2 | $89K | Sell |
1,089
-92
| -8% | -$7.52K | 0.01% | 790 |
|
|
2022
Q1 | $114K | Buy |
+1,181
| New | +$114K | 0.01% | 716 |
|
|
2021
Q4 | – | Sell |
-167
| Closed | -$12K | – | 1392 |
|
|
2021
Q3 | $12K | Buy |
167
+7
| +4% | +$503 | ﹤0.01% | 1373 |
|
|
2021
Q2 | $14K | Buy |
160
+3
| +2% | +$263 | ﹤0.01% | 1301 |
|
|
2021
Q1 | $13K | Sell |
157
-42
| -21% | -$3.48K | ﹤0.01% | 1227 |
|
|
2020
Q4 | $14K | Buy |
199
+44
| +28% | +$3.1K | ﹤0.01% | 1165 |
|
|
2020
Q3 | $8K | Sell |
155
-127
| -45% | -$6.56K | ﹤0.01% | 1215 |
|
|
2020
Q2 | $20K | Sell |
282
-18
| -6% | -$1.28K | ﹤0.01% | 904 |
|
|
2020
Q1 | $16K | Sell |
300
-806
| -73% | -$43K | ﹤0.01% | 874 |
|
|
2019
Q4 | $123K | Sell |
1,106
-12
| -1% | -$1.34K | 0.02% | 449 |
|
|
2019
Q3 | $114K | Buy |
1,118
+67
| +6% | +$6.83K | 0.02% | 449 |
|
|
2019
Q2 | $98K | Buy |
1,051
+586
| +126% | +$54.6K | 0.02% | 455 |
|
|
2019
Q1 | $44K | Buy |
465
+14
| +3% | +$1.33K | 0.01% | 580 |
|
|
2018
Q4 | $39K | Sell |
451
-76
| -14% | -$6.57K | 0.01% | 567 |
|
|
2018
Q3 | $59K | Buy |
527
+11
| +2% | +$1.23K | 0.01% | 520 |
|
|
2018
Q2 | $58K | Sell |
516
-19
| -4% | -$2.14K | 0.01% | 508 |
|
|
2018
Q1 | $51K | Sell |
535
-250
| -32% | -$23.8K | 0.01% | 522 |
|
|
2017
Q4 | $79K | Buy |
785
+98
| +14% | +$9.86K | 0.02% | 408 |
|
|
2017
Q3 | $63K | Buy |
687
+172
| +33% | +$15.8K | 0.03% | 397 |
|
|
2017
Q2 | $43K | Buy |
515
+106
| +26% | +$8.85K | 0.02% | 434 |
|
|
2017
Q1 | $32K | Buy |
409
+46
| +13% | +$3.6K | 0.02% | 455 |
|
|
2016
Q4 | $31K | Buy |
+363
| New | +$31K | 0.02% | 427 |
|