Highline Wealth Partners’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
$7.85K Sell
66
-41
-38% -$4.87K ﹤0.01% 369
2025
Q1
$13.2K Buy
107
+77
+257% +$9.47K ﹤0.01% 263
2024
Q4
$3.46K Sell
30
-3
-9% -$346 ﹤0.01% 390
2024
Q3
$4.36K Sell
33
-29
-47% -$3.83K ﹤0.01% 359
2024
Q2
$8.75K Buy
62
+32
+107% +$4.52K ﹤0.01% 238
2024
Q1
$4.9K Hold
30
﹤0.01% 272
2023
Q4
$3.99K Hold
30
﹤0.01% 258
2023
Q3
$3.61K Hold
30
﹤0.01% 241
2023
Q2
$2.86K Hold
30
﹤0.01% 214
2023
Q1
$3.04K Sell
30
-36
-55% -$3.65K ﹤0.01% 207
2022
Q4
$6.87K Buy
66
+36
+120% +$3.75K 0.01% 164
2022
Q3
$2.42K Buy
+30
New +$2.42K ﹤0.01% 203