Hantz Financial Services’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 | $242K | Buy |
2,029
+479
| +31% | +$57.1K | ﹤0.01% | 593 |
|
|
2025
Q1 | $191K | Buy |
1,550
+397
| +34% | +$48.9K | ﹤0.01% | 570 |
|
|
2024
Q4 | $131K | Sell |
1,153
-6
| -0.5% | -$682 | ﹤0.01% | 585 |
|
|
2024
Q3 | $152K | Sell |
1,159
-17
| -1% | -$2.23K | ﹤0.01% | 584 |
|
|
2024
Q2 | $166K | Buy |
1,176
+152
| +15% | +$21.5K | ﹤0.01% | 576 |
|
|
2024
Q1 | $167K | Buy |
1,024
+11
| +1% | +$1.79K | ﹤0.01% | 577 |
|
|
2023
Q4 | $135K | Sell |
1,013
-29
| -3% | -$3.87K | ﹤0.01% | 585 |
|
|
2023
Q3 | $125K | Buy |
1,042
+20
| +2% | +$2.4K | ﹤0.01% | 577 |
|
|
2023
Q2 | $98K | Sell |
1,022
-29
| -3% | -$2.78K | ﹤0.01% | 578 |
|
|
2023
Q1 | $107K | Sell |
1,051
-25
| -2% | -$2.55K | ﹤0.01% | 569 |
|
|
2022
Q4 | $112K | Sell |
1,076
-86
| -7% | -$8.95K | ﹤0.01% | 570 |
|
|
2022
Q3 | $94K | Buy |
1,162
+64
| +6% | +$5.18K | ﹤0.01% | 560 |
|
|
2022
Q2 | $90K | Sell |
1,098
-41
| -4% | -$3.36K | ﹤0.01% | 558 |
|
|
2022
Q1 | $98K | Buy |
1,139
+1
| +0.1% | +$86 | ﹤0.01% | 570 |
|
|
2021
Q4 | $82K | Sell |
1,138
-90
| -7% | -$6.49K | ﹤0.01% | 549 |
|
|
2021
Q3 | $86K | Sell |
1,228
-39,522
| -97% | -$2.77M | ﹤0.01% | 537 |
|
|
2021
Q2 | $3.5M | Buy |
40,750
+2,591
| +7% | +$222K | 0.13% | 190 |
|
|
2021
Q1 | $3.11M | Buy |
38,159
+463
| +1% | +$37.8K | 0.13% | 194 |
|
|
2020
Q4 | $2.64M | Sell |
37,696
-34,108
| -48% | -$2.39M | 0.12% | 198 |
|
|
2020
Q3 | $3.72M | Sell |
71,804
-7,141
| -9% | -$370K | 0.19% | 158 |
|
|
2020
Q2 | $5.68M | Buy |
78,945
+794
| +1% | +$57.1K | 0.32% | 89 |
|
|
2020
Q1 | $4.19M | Buy |
+78,151
| New | +$4.19M | 0.29% | 108 |
|