Ignite Planners’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
$239K Buy
+1,895
New +$239K 0.04% 316
2024
Q4
Sell
-1,640
Closed -$216K 317
2024
Q3
$216K Sell
1,640
-180
-10% -$23.7K 0.05% 283
2024
Q2
$252K Buy
1,820
+2
+0.1% +$277 0.06% 239
2024
Q1
$297K Sell
1,818
-196
-10% -$32K 0.08% 213
2023
Q4
$270K Sell
2,014
-36
-2% -$4.83K 0.08% 228
2023
Q3
$224K Buy
2,050
+3
+0.1% +$328 0.07% 283
2023
Q2
$204K Buy
2,047
+18
+0.9% +$1.79K 0.08% 243
2023
Q1
$213K Sell
2,029
-4
-0.2% -$420 0.09% 236
2022
Q4
$221K Buy
+2,033
New +$221K 0.09% 218