Hoey Investments’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 | $22K | Sell |
184
-16
| -8% | -$1.91K | ﹤0.01% | 190 |
|
|
2025
Q1 | $24.7K | Hold |
200
| – | – | ﹤0.01% | 166 |
|
|
2024
Q4 | $22.8K | Hold |
200
| – | – | ﹤0.01% | 165 |
|
|
2024
Q3 | $28.2K | Hold |
200
| – | – | 0.01% | 147 |
|
|
2024
Q2 | $28.2K | Hold |
200
| – | – | 0.01% | 147 |
|
|
2024
Q1 | $32.7K | Hold |
200
| – | – | 0.01% | 141 |
|
|
2023
Q4 | $26.6K | Hold |
200
| – | – | 0.01% | 149 |
|
|
2023
Q3 | $24K | Hold |
200
| – | – | 0.01% | 155 |
|
|
2023
Q2 | $19.1K | Sell |
200
-12
| -6% | -$1.15K | 0.01% | 172 |
|
|
2023
Q1 | $21.5K | Buy |
212
+12
| +6% | +$1.22K | 0.01% | 169 |
|
|
2022
Q4 | $20.8K | Hold |
200
| – | – | 0.01% | 168 |
|
|
2022
Q3 | $16K | Hold |
200
| – | – | 0.01% | 186 |
|
|
2022
Q2 | $16K | Hold |
200
| – | – | 0.01% | 154 |
|
|
2022
Q1 | $17K | Sell |
200
-750
| -79% | -$63.8K | ﹤0.01% | 138 |
|
|
2021
Q4 | $69K | Buy |
950
+750
| +375% | +$54.5K | 0.02% | 88 |
|
|
2021
Q3 | $14K | Sell |
200
-200
| -50% | -$14K | ﹤0.01% | 154 |
|
|
2021
Q2 | $34K | Sell |
400
-315
| -44% | -$26.8K | 0.01% | 113 |
|
|
2021
Q1 | $58K | Buy |
715
+65
| +10% | +$5.27K | 0.02% | 95 |
|
|
2020
Q4 | $45K | Sell |
650
-250
| -28% | -$17.3K | 0.02% | 89 |
|
|
2020
Q3 | $47K | Sell |
900
-3,525
| -80% | -$184K | 0.02% | 64 |
|
|
2020
Q2 | $318K | Buy |
+4,425
| New | +$318K | 0.16% | 41 |
|
|
2020
Q1 | – | Sell |
-8,012
| Closed | -$893K | – | 154 |
|
|
2019
Q4 | $893K | Buy |
+8,012
| New | +$893K | 0.63% | 37 |
|