GoalVest Advisory’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 | $23.9K | Hold |
200
| – | – | 0.01% | 260 |
|
|
2025
Q1 | $24.7K | Hold |
200
| – | – | 0.01% | 226 |
|
|
2024
Q4 | $22.8K | Hold |
200
| – | – | 0.01% | 239 |
|
|
2024
Q3 | $26.3K | Hold |
200
| – | – | 0.01% | 244 |
|
|
2024
Q2 | $28.2K | Hold |
200
| – | – | 0.01% | 211 |
|
|
2024
Q1 | $32.7K | Hold |
200
| – | – | 0.01% | 224 |
|
|
2023
Q4 | $26.6K | Hold |
200
| – | – | 0.01% | 183 |
|
|
2023
Q3 | $24K | Hold |
200
| – | – | 0.01% | 200 |
|
|
2023
Q2 | $19.1K | Buy |
+200
| New | +$19.1K | 0.01% | 205 |
|
|
2022
Q3 | – | Sell |
-343
| Closed | -$28K | – | 301 |
|
|
2022
Q2 | $28K | Buy |
+343
| New | +$28K | 0.02% | 199 |
|
|
2021
Q1 | – | Sell |
-64
| Closed | -$4K | – | 222 |
|
|
2020
Q4 | $4K | Buy |
+64
| New | +$4K | ﹤0.01% | 184 |
|