Hamilton Capital’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 | $363K | Buy |
3,041
+471
| +18% | +$56.2K | 0.02% | 87 |
|
|
2025
Q1 | $317K | Buy |
2,570
+199
| +8% | +$24.6K | 0.02% | 93 |
|
|
2024
Q4 | $270K | Buy |
2,371
+29
| +1% | +$3.3K | 0.02% | 97 |
|
|
2024
Q3 | $285K | Buy |
2,342
+60
| +3% | +$7.31K | 0.02% | 95 |
|
|
2024
Q2 | $322K | Sell |
2,282
-387
| -14% | -$54.6K | 0.02% | 76 |
|
|
2024
Q1 | $436K | Buy |
2,669
+232
| +10% | +$37.9K | 0.03% | 72 |
|
|
2023
Q4 | $324K | Buy |
2,437
+204
| +9% | +$27.2K | 0.03% | 85 |
|
|
2023
Q3 | $268K | Sell |
2,233
-308
| -12% | -$37K | 0.02% | 89 |
|
|
2023
Q2 | $242K | Buy |
+2,541
| New | +$242K | 0.02% | 95 |
|
|
2023
Q1 | – | Sell |
-2,144
| Closed | -$223K | – | 143 |
|
|
2022
Q4 | $223K | Buy |
+2,144
| New | +$223K | 0.01% | 127 |
|