Graypoint LLC’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 | $300K | Sell |
2,512
-1,230
| -33% | -$147K | 0.02% | 432 |
|
|
2025
Q1 | $462K | Buy |
3,742
+139
| +4% | +$17.2K | 0.03% | 320 |
|
|
2024
Q4 | $410K | Sell |
3,603
-955
| -21% | -$109K | 0.02% | 347 |
|
|
2024
Q3 | $599K | Sell |
4,558
-165
| -3% | -$21.7K | 0.04% | 266 |
|
|
2024
Q2 | $667K | Buy |
4,723
+1,326
| +39% | +$187K | 0.05% | 226 |
|
|
2024
Q1 | $555K | Buy |
3,397
+372
| +12% | +$60.8K | 0.04% | 260 |
|
|
2023
Q4 | $403K | Buy |
3,025
+141
| +5% | +$18.8K | 0.03% | 293 |
|
|
2023
Q3 | $347K | Buy |
+2,884
| New | +$347K | 0.03% | 300 |
|
|
2023
Q2 | – | Sell |
-2,122
| Closed | -$215K | – | 389 |
|
|
2023
Q1 | $215K | Buy |
+2,122
| New | +$215K | 0.02% | 337 |
|