Great Diamond 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 | $210K | Hold |
1,764
| – | – | 0.04% | 215 |
|
|
2025
Q1 | $218K | Hold |
1,764
| – | – | 0.06% | 161 |
|
|
2024
Q4 | $201K | Sell |
1,764
-3,578
| -67% | -$408K | 0.05% | 184 |
|
|
2024
Q3 | $702K | Sell |
5,342
-352
| -6% | -$46.3K | 0.18% | 102 |
|
|
2024
Q2 | $804K | Buy |
5,694
+58
| +1% | +$8.19K | 0.19% | 101 |
|
|
2024
Q1 | $921K | Buy |
5,636
+3,872
| +220% | +$632K | 0.21% | 101 |
|
|
2023
Q4 | $235K | Hold |
1,764
| – | – | 0.06% | 207 |
|
|
2023
Q3 | $212K | Buy |
+1,764
| New | +$212K | 0.06% | 213 |
|
|
2020
Q1 | – | Sell |
-2,247
| Closed | -$250K | – | 484 |
|
|
2019
Q4 | $250K | Buy |
+2,247
| New | +$250K | 0.1% | 132 |
|