HUB Investment 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 | $12.4M | Buy |
103,570
+392
| +0.4% | +$46.8K | 0.41% | 59 |
|
|
2025
Q1 | $12.7M | Sell |
103,178
-229
| -0.2% | -$28.3K | 0.51% | 51 |
|
|
2024
Q4 | $11.8M | Sell |
103,407
-7,283
| -7% | -$830K | 0.49% | 53 |
|
|
2024
Q3 | $14.6M | Buy |
110,690
+913
| +0.8% | +$120K | 0.63% | 44 |
|
|
2024
Q2 | $15.5M | Sell |
109,777
-1,342
| -1% | -$189K | 0.59% | 29 |
|
|
2024
Q1 | $18.2M | Buy |
111,119
+3,161
| +3% | +$516K | 0.99% | 19 |
|
|
2023
Q4 | $14.4M | Buy |
107,958
+98,147
| +1,000% | +$13.1M | 0.98% | 21 |
|
|
2023
Q3 | $1.18M | Sell |
9,811
-1,688
| -15% | -$203K | 0.18% | 82 |
|
|
2023
Q2 | $1.1M | Buy |
11,499
+562
| +5% | +$53.6K | 0.18% | 82 |
|
|
2023
Q1 | $1.11M | Buy |
+10,937
| New | +$1.11M | 0.23% | 76 |
|
|
2022
Q4 | – | Sell |
-9,574
| Closed | -$773K | – | 151 |
|
|
2022
Q3 | $773K | Sell |
9,574
-15,708
| -62% | -$1.27M | 0.23% | 79 |
|
|
2022
Q2 | $2.07M | Buy |
+25,282
| New | +$2.07M | 0.65% | 45 |
|