IEQ Capital’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 | $6.71M | Buy |
56,249
+13,311
| +31% | +$1.59M | 0.04% | 342 |
|
|
2025
Q1 | $5.3M | Buy |
42,938
+18,939
| +79% | +$2.34M | 0.04% | 328 |
|
|
2024
Q4 | $2.73M | Buy |
23,999
+9,124
| +61% | +$1.04M | 0.03% | 423 |
|
|
2024
Q3 | $1.96M | Sell |
14,875
-262
| -2% | -$34.4K | 0.02% | 380 |
|
|
2024
Q2 | $2.14M | Buy |
15,137
+1,215
| +9% | +$172K | 0.03% | 324 |
|
|
2024
Q1 | $2.27M | Buy |
13,922
+1,261
| +10% | +$206K | 0.03% | 300 |
|
|
2023
Q4 | $1.69M | Buy |
12,661
+2,124
| +20% | +$283K | 0.03% | 320 |
|
|
2023
Q3 | $1.27M | Buy |
10,537
+530
| +5% | +$63.7K | 0.03% | 346 |
|
|
2023
Q2 | $954K | Sell |
10,007
-292
| -3% | -$27.9K | 0.02% | 403 |
|
|
2023
Q1 | $1.04M | Sell |
10,299
-683
| -6% | -$69.2K | 0.02% | 378 |
|
|
2022
Q4 | $1.14M | Buy |
10,982
+1,615
| +17% | +$168K | 0.03% | 338 |
|
|
2022
Q3 | $756K | Buy |
9,367
+1,438
| +18% | +$116K | 0.02% | 435 |
|
|
2022
Q2 | $650K | Buy |
7,929
+963
| +14% | +$78.9K | 0.02% | 412 |
|
|
2022
Q1 | $602K | Buy |
6,966
+889
| +15% | +$76.8K | 0.01% | 451 |
|
|
2021
Q4 | $440K | Sell |
6,077
-760
| -11% | -$55K | 0.01% | 501 |
|
|
2021
Q3 | $478K | Buy |
6,837
+3,637
| +114% | +$254K | 0.01% | 443 |
|
|
2021
Q2 | $275K | Buy |
+3,200
| New | +$275K | 0.01% | 487 |
|
|
2020
Q1 | – | Sell |
-3,833
| Closed | -$426K | – | 416 |
|
|
2019
Q4 | $426K | Buy |
+3,833
| New | +$426K | 0.04% | 241 |
|