HB Wealth Management’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 | $3.67M | Buy |
30,739
+1,463
| +5% | +$175K | 0.03% | 260 |
|
|
2025
Q1 | $3.62M | Buy |
29,276
+6,737
| +30% | +$832K | 0.03% | 274 |
|
|
2024
Q4 | $2.57M | Buy |
22,539
+2,768
| +14% | +$315K | 0.03% | 243 |
|
|
2024
Q3 | $2.6M | Buy |
19,771
+1,013
| +5% | +$133K | 0.03% | 235 |
|
|
2024
Q2 | $2.65M | Buy |
18,758
+514
| +3% | +$72.6K | 0.03% | 225 |
|
|
2024
Q1 | $2.98M | Buy |
18,244
+82
| +0.5% | +$13.4K | 0.04% | 194 |
|
|
2023
Q4 | $2.42M | Buy |
18,162
+479
| +3% | +$63.8K | 0.03% | 200 |
|
|
2023
Q3 | $2.12M | Buy |
17,683
+490
| +3% | +$58.9K | 0.03% | 199 |
|
|
2023
Q2 | $1.64M | Sell |
17,193
-251
| -1% | -$23.9K | 0.03% | 231 |
|
|
2023
Q1 | $1.77M | Buy |
17,444
+1,071
| +7% | +$109K | 0.03% | 210 |
|
|
2022
Q4 | $1.7M | Buy |
16,373
+710
| +5% | +$73.9K | 0.03% | 217 |
|
|
2022
Q3 | $1.26M | Buy |
15,663
+1,382
| +10% | +$112K | 0.03% | 228 |
|
|
2022
Q2 | $1.17M | Buy |
14,281
+1,865
| +15% | +$153K | 0.02% | 235 |
|
|
2022
Q1 | $1.07M | Buy |
12,416
+2,331
| +23% | +$201K | 0.02% | 260 |
|
|
2021
Q4 | $731K | Buy |
+10,085
| New | +$731K | 0.01% | 266 |
|