Intrua Financial’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 | $1.11M | Buy |
9,309
+419
| +5% | +$50K | 0.15% | 100 |
|
|
2025
Q1 | $1.1M | Buy |
8,890
+718
| +9% | +$88.7K | 0.16% | 97 |
|
|
2024
Q4 | $931K | Sell |
8,172
-158
| -2% | -$18K | 0.14% | 113 |
|
|
2024
Q3 | $1.1M | Hold |
8,330
| – | – | 0.16% | 113 |
|
|
2024
Q2 | $1.18M | Sell |
8,330
-223
| -3% | -$31.5K | 0.18% | 109 |
|
|
2024
Q1 | $1.4M | Sell |
8,553
-245
| -3% | -$40K | 0.2% | 105 |
|
|
2023
Q4 | $1.17M | Sell |
8,798
-121
| -1% | -$16.1K | 0.17% | 122 |
|
|
2023
Q3 | $1.07M | Sell |
8,919
-456
| -5% | -$54.8K | 0.18% | 112 |
|
|
2023
Q2 | $894K | Buy |
9,375
+805
| +9% | +$76.8K | 0.15% | 130 |
|
|
2023
Q1 | $799K | Sell |
8,570
-211
| -2% | -$19.7K | 0.17% | 126 |
|
|
2022
Q4 | $917K | Buy |
8,781
+1,492
| +20% | +$156K | 0.21% | 113 |
|
|
2022
Q3 | $588K | Buy |
7,289
+773
| +12% | +$62.4K | 0.16% | 142 |
|
|
2022
Q2 | $534K | Buy |
6,516
+3
| +0% | +$246 | 0.11% | 194 |
|
|
2022
Q1 | $563K | Sell |
6,513
-1,738
| -21% | -$150K | 0.1% | 208 |
|
|
2021
Q4 | $598K | Buy |
8,251
+1,103
| +15% | +$79.9K | 0.1% | 192 |
|
|
2021
Q3 | $553K | Buy |
7,148
+875
| +14% | +$67.7K | 0.1% | 195 |
|
|
2021
Q2 | $467K | Buy |
6,273
+55
| +0.9% | +$4.1K | 0.11% | 172 |
|
|
2021
Q1 | $486K | Buy |
6,218
+100
| +2% | +$7.82K | 0.12% | 160 |
|
|
2020
Q4 | $428K | Sell |
6,118
-776
| -11% | -$54.3K | 0.19% | 114 |
|
|
2020
Q3 | $405K | Sell |
6,894
-1,265
| -16% | -$74.3K | 0.2% | 112 |
|
|
2020
Q2 | $511K | Buy |
+8,159
| New | +$511K | 0.2% | 111 |
|