Grimes & Company’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 | $995K | Buy |
8,340
+1,554
| +23% | +$185K | 0.03% | 214 |
|
|
2025
Q1 | $838K | Buy |
6,786
+5
| +0.1% | +$617 | 0.03% | 200 |
|
|
2024
Q4 | $773K | Sell |
6,781
-5
| -0.1% | -$570 | 0.02% | 213 |
|
|
2024
Q3 | $892K | Buy |
6,786
+38
| +0.6% | +$5K | 0.02% | 192 |
|
|
2024
Q2 | $953K | Buy |
6,748
+305
| +5% | +$43.1K | 0.03% | 180 |
|
|
2024
Q1 | $1.05M | Buy |
6,443
+4,561
| +242% | +$745K | 0.03% | 176 |
|
|
2023
Q4 | $251K | Buy |
+1,882
| New | +$251K | 0.01% | 275 |
|
|
2020
Q1 | – | Sell |
-2,504
| Closed | -$279K | – | 263 |
|
|
2019
Q4 | $279K | Buy |
2,504
+8
| +0.3% | +$891 | 0.02% | 222 |
|
|
2019
Q3 | $256K | Sell |
2,496
-727
| -23% | -$74.6K | 0.02% | 216 |
|
|
2019
Q2 | $302K | Hold |
3,223
| – | – | 0.02% | 204 |
|
|
2019
Q1 | $307K | Buy |
3,223
+30
| +0.9% | +$2.86K | 0.02% | 197 |
|
|
2018
Q4 | $275K | Buy |
3,193
+1,204
| +61% | +$104K | 0.03% | 190 |
|
|
2018
Q3 | $225K | Buy |
+1,989
| New | +$225K | 0.02% | 222 |
|