Harvest Portfolios Group’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 | $1.74M | Sell |
14,589
-726
| -5% | -$86.6K | 0.04% | 158 |
|
|
2025
Q1 | $1.89M | Buy |
15,315
+1,855
| +14% | +$229K | 0.06% | 134 |
|
|
2024
Q4 | $1.53M | Buy |
13,460
+1,313
| +11% | +$150K | 0.05% | 152 |
|
|
2024
Q3 | $1.6M | Buy |
12,147
+2,063
| +20% | +$271K | 0.05% | 133 |
|
|
2024
Q2 | $1.42M | Buy |
10,084
+189
| +2% | +$26.7K | 0.05% | 136 |
|
|
2024
Q1 | $1.62M | Sell |
9,895
-3,857
| -28% | -$630K | 0.06% | 136 |
|
|
2023
Q4 | $1.83M | Sell |
13,752
-1,452
| -10% | -$193K | 0.08% | 122 |
|
|
2023
Q3 | $1.83M | Sell |
15,204
-1,710
| -10% | -$205K | 0.09% | 119 |
|
|
2023
Q2 | $1.61M | Buy |
16,914
+550
| +3% | +$52.5K | 0.07% | 125 |
|
|
2023
Q1 | $1.66M | Sell |
16,364
-1,051
| -6% | -$107K | 0.08% | 119 |
|
|
2022
Q4 | $1.81M | Buy |
+17,415
| New | +$1.81M | 0.1% | 102 |
|