Herold Advisors’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 | $1.85M | Sell |
15,472
-4,451
| -22% | -$531K | 0.39% | 72 |
|
|
2025
Q1 | $2.46M | Sell |
19,923
-4,598
| -19% | -$568K | 0.54% | 51 |
|
|
2024
Q4 | $2.79M | Sell |
24,521
-1,014
| -4% | -$116K | 0.61% | 46 |
|
|
2024
Q3 | $3.36M | Buy |
25,535
+444
| +2% | +$58.4K | 0.73% | 32 |
|
|
2024
Q2 | $3.54M | Buy |
25,091
+736
| +3% | +$104K | 0.82% | 29 |
|
|
2024
Q1 | $3.98M | Sell |
24,355
-1,673
| -6% | -$273K | 0.96% | 20 |
|
|
2023
Q4 | $3.47M | Sell |
26,028
-369
| -1% | -$49.1K | 0.96% | 25 |
|
|
2023
Q3 | $3.17M | Buy |
26,397
+2,468
| +10% | +$297K | 0.96% | 23 |
|
|
2023
Q2 | $2.28M | Buy |
23,929
+2,156
| +10% | +$206K | 0.7% | 37 |
|
|
2023
Q1 | $2.21M | Buy |
21,773
+774
| +4% | +$78.5K | 0.76% | 31 |
|
|
2022
Q4 | $2.19M | Buy |
20,999
+152
| +0.7% | +$15.8K | 0.93% | 28 |
|
|
2022
Q3 | $1.68M | Buy |
+20,847
| New | +$1.68M | 0.81% | 39 |
|
|
2022
Q2 | – | Sell |
-800
| Closed | -$69.1K | – | 549 |
|
|
2022
Q1 | $69.1K | Buy |
+800
| New | +$69.1K | 0.02% | 326 |
|
|
2021
Q4 | – | Sell |
-800
| Closed | -$56K | – | 536 |
|
|
2021
Q3 | $56K | Buy |
+800
| New | +$56K | 0.02% | 360 |
|