Inscription 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 | $1.01M | Sell |
8,498
-4,655
| -35% | -$555K | 0.15% | 108 |
|
|
2025
Q1 | $2.15M | Buy |
+13,153
| New | +$2.15M | 0.35% | 57 |
|
|
2024
Q3 | $1.92M | Buy |
14,640
+1,230
| +9% | +$162K | 0.29% | 65 |
|
|
2024
Q2 | $1.89M | Buy |
13,410
+257
| +2% | +$36.3K | 0.3% | 61 |
|
|
2024
Q1 | $2.15M | Buy |
13,153
+5,709
| +77% | +$932K | 0.35% | 57 |
|
|
2023
Q4 | $991K | Sell |
7,444
-5,611
| -43% | -$747K | 0.27% | 68 |
|
|
2023
Q3 | $1.57M | Sell |
13,055
-1,266
| -9% | -$152K | 0.51% | 38 |
|
|
2023
Q2 | $1.37M | Buy |
14,321
+832
| +6% | +$79.4K | 0.42% | 46 |
|
|
2023
Q1 | $1.37M | Buy |
13,489
+770
| +6% | +$78.1K | 0.36% | 55 |
|
|
2022
Q4 | $1.32M | Sell |
12,719
-746
| -6% | -$77.6K | 0.45% | 52 |
|
|
2022
Q3 | $1.09M | Sell |
13,465
-22,208
| -62% | -$1.79M | 0.31% | 58 |
|
|
2022
Q2 | $2.93M | Buy |
35,673
+24,473
| +219% | +$2.01M | 0.53% | 42 |
|
|
2022
Q1 | $968K | Sell |
11,200
-635
| -5% | -$54.9K | 0.28% | 76 |
|
|
2021
Q4 | $858K | Buy |
11,835
+1,067
| +10% | +$77.4K | 0.23% | 86 |
|
|
2021
Q3 | $754K | Sell |
10,768
-15,637
| -59% | -$1.09M | 0.24% | 87 |
|
|
2021
Q2 | $2.27M | Buy |
26,405
+19,243
| +269% | +$1.65M | 0.26% | 81 |
|
|
2021
Q1 | $584K | Buy |
7,162
+2,576
| +56% | +$210K | 0.2% | 102 |
|
|
2020
Q4 | $321K | Buy |
+4,586
| New | +$321K | 0.12% | 129 |
|