Independent Solutions Wealth Management’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 | $1.88M | Buy |
15,799
+476
| +3% | +$56.8K | 0.37% | 84 |
|
|
2025
Q1 | $1.89M | Buy |
15,323
+123
| +0.8% | +$15.2K | 0.42% | 74 |
|
|
2024
Q4 | $1.73M | Sell |
15,200
-162
| -1% | -$18.5K | 0.38% | 83 |
|
|
2024
Q3 | $2.02M | Buy |
15,362
+628
| +4% | +$82.6K | 0.46% | 68 |
|
|
2024
Q2 | $2.08M | Sell |
14,734
-532
| -3% | -$75.1K | 0.48% | 63 |
|
|
2024
Q1 | $2.49M | Buy |
15,266
+539
| +4% | +$88K | 0.59% | 49 |
|
|
2023
Q4 | $1.96M | Buy |
14,727
+5,618
| +62% | +$748K | 0.5% | 59 |
|
|
2023
Q3 | $1.09M | Sell |
9,109
-377
| -4% | -$45.3K | 0.28% | 83 |
|
|
2023
Q2 | $905K | Buy |
9,486
+6,424
| +210% | +$613K | 0.23% | 98 |
|
|
2023
Q1 | $310K | Sell |
3,062
-5
| -0.2% | -$507 | 0.09% | 156 |
|
|
2022
Q4 | $319K | Sell |
3,067
-285
| -9% | -$29.7K | 0.1% | 159 |
|
|
2022
Q3 | $271K | Buy |
3,352
+43
| +1% | +$3.47K | 0.09% | 173 |
|
|
2022
Q2 | $271K | Buy |
+3,309
| New | +$271K | 0.08% | 171 |
|
|
2020
Q4 | – | Sell |
-5,396
| Closed | -$280K | – | 183 |
|
|
2020
Q3 | $280K | Sell |
5,396
-148
| -3% | -$7.67K | 0.11% | 133 |
|
|
2020
Q2 | $399K | Sell |
5,544
-676
| -11% | -$48.6K | 0.17% | 104 |
|
|
2020
Q1 | $334K | Buy |
6,220
+543
| +10% | +$29.1K | 0.18% | 89 |
|
|
2019
Q4 | $632K | Buy |
+5,677
| New | +$632K | 0.28% | 73 |
|