Human Investing’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-264
| Closed | -$30.1K | – | 212 |
|
2024
Q4 | $30.1K | Buy |
+264
| New | +$30.1K | 0.01% | 163 |
|
2021
Q2 | – | Sell |
-85
| Closed | -$7K | – | 245 |
|
2021
Q1 | $7K | Hold |
85
| – | – | ﹤0.01% | 246 |
|
2020
Q4 | $6K | Hold |
85
| – | – | ﹤0.01% | 246 |
|
2020
Q3 | $4K | Sell |
85
-1,151
| -93% | -$54.2K | ﹤0.01% | 260 |
|
2020
Q2 | $89K | Buy |
1,236
+323
| +35% | +$23.3K | 0.03% | 134 |
|
2020
Q1 | $49K | Sell |
913
-977
| -52% | -$52.4K | 0.02% | 158 |
|
2019
Q4 | $211K | Buy |
1,890
+828
| +78% | +$92.4K | 0.07% | 111 |
|
2019
Q3 | $109K | Buy |
1,062
+957
| +911% | +$98.2K | 0.04% | 139 |
|
2019
Q2 | $10K | Hold |
105
| – | – | ﹤0.01% | 275 |
|
2019
Q1 | $10K | Hold |
105
| – | – | ﹤0.01% | 261 |
|
2018
Q4 | $9K | Buy |
+105
| New | +$9K | ﹤0.01% | 281 |
|