Insight Folios’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $306K | Buy |
2,325
+65
| +3% | +$8.54K | 0.11% | 102 |
|
|
2024
Q2 | $319K | Sell |
2,260
-47
| -2% | -$6.64K | 0.13% | 83 |
|
|
2024
Q1 | $377K | Sell |
2,307
-992
| -30% | -$162K | 0.15% | 72 |
|
|
2023
Q4 | $439K | Sell |
3,299
-218
| -6% | -$29K | 0.19% | 62 |
|
|
2023
Q3 | $423K | Sell |
3,517
-524
| -13% | -$63K | 0.21% | 59 |
|
|
2023
Q2 | $385K | Sell |
4,041
-106
| -3% | -$10.1K | 0.16% | 69 |
|
|
2023
Q1 | $420K | Sell |
4,147
-99
| -2% | -$10K | 0.19% | 50 |
|
|
2022
Q4 | $442K | Buy |
4,246
+80
| +2% | +$8.33K | 0.2% | 48 |
|
|
2022
Q3 | $336K | Buy |
4,166
+182
| +5% | +$14.7K | 0.17% | 58 |
|
|
2022
Q2 | $327K | Sell |
3,984
-77
| -2% | -$6.32K | 0.16% | 78 |
|
|
2022
Q1 | $351K | Buy |
4,061
+311
| +8% | +$26.9K | 0.16% | 84 |
|
|
2021
Q4 | $272K | Buy |
3,750
+186
| +5% | +$13.5K | 0.13% | 116 |
|
|
2021
Q3 | $250K | Buy |
3,564
+553
| +18% | +$38.8K | 0.14% | 104 |
|
|
2021
Q2 | $258K | Buy |
+3,011
| New | +$258K | 0.15% | 57 |
|