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 |
|