Investment Research & Advisory Group’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-500
| Closed | -$57K | – | 255 |
|
|
2024
Q4 | $57K | Hold |
500
| – | – | 0.02% | 100 |
|
|
2024
Q3 | $65.7K | Hold |
500
| – | – | 0.03% | 94 |
|
|
2024
Q2 | $70.6K | Hold |
500
| – | – | 0.03% | 88 |
|
|
2024
Q1 | $81.7K | Buy |
+500
| New | +$81.7K | 0.04% | 86 |
|
|
2022
Q1 | – | Sell |
-611
| Closed | -$44K | – | 194 |
|
|
2021
Q4 | $44K | Hold |
611
| – | – | 0.03% | 108 |
|
|
2021
Q3 | $43K | Hold |
611
| – | – | 0.03% | 104 |
|
|
2021
Q2 | $52K | Hold |
611
| – | – | 0.03% | 107 |
|
|
2021
Q1 | $50K | Hold |
611
| – | – | 0.04% | 100 |
|
|
2020
Q4 | $43K | Hold |
611
| – | – | 0.03% | 103 |
|
|
2020
Q3 | $32K | Hold |
611
| – | – | 0.03% | 106 |
|
|
2020
Q2 | $44K | Hold |
611
| – | – | 0.04% | 94 |
|
|
2020
Q1 | $33K | Hold |
611
| – | – | 0.03% | 98 |
|
|
2019
Q4 | $68K | Buy |
+611
| New | +$68K | 0.06% | 92 |
|