Investors Research Corp’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 | $570K | Hold |
4,776
| – | – | 0.11% | 190 |
|
|
2025
Q1 | $590K | Hold |
4,776
| – | – | 0.13% | 171 |
|
|
2024
Q4 | $544K | Hold |
4,776
| – | – | 0.12% | 185 |
|
|
2024
Q3 | $628K | Hold |
4,776
| – | – | 0.14% | 176 |
|
|
2024
Q2 | $674K | Hold |
4,776
| – | – | 0.16% | 167 |
|
|
2024
Q1 | $780K | Sell |
4,776
-3,658
| -43% | -$597K | 0.18% | 139 |
|
|
2023
Q4 | $1.12M | Buy |
8,434
+194
| +2% | +$25.8K | 0.27% | 90 |
|
|
2023
Q3 | $990K | Sell |
8,240
-1,102
| -12% | -$132K | 0.26% | 98 |
|
|
2023
Q2 | $891K | Sell |
9,342
-75
| -0.8% | -$7.15K | 0.22% | 117 |
|
|
2023
Q1 | $955K | Sell |
9,417
-200
| -2% | -$20.3K | 0.25% | 107 |
|
|
2022
Q4 | $1M | Sell |
9,617
-106
| -1% | -$11K | 0.27% | 94 |
|
|
2022
Q3 | $785K | Hold |
9,723
| – | – | 0.24% | 112 |
|
|
2022
Q2 | $797K | Hold |
9,723
| – | – | 0.24% | 117 |
|
|
2022
Q1 | $840K | Hold |
9,723
| – | – | 0.24% | 119 |
|
|
2021
Q4 | $705K | Hold |
9,723
| – | – | 0.21% | 133 |
|
|
2021
Q3 | $681K | Hold |
9,723
| – | – | 0.23% | 130 |
|
|
2021
Q2 | $834K | Hold |
9,723
| – | – | 0.29% | 113 |
|
|
2021
Q1 | $793K | Sell |
9,723
-300
| -3% | -$24.5K | 0.3% | 117 |
|
|
2020
Q4 | $701K | Hold |
10,023
| – | – | 0.28% | 125 |
|
|
2020
Q3 | $520K | Sell |
10,023
-50
| -0.5% | -$2.59K | 0.25% | 126 |
|
|
2020
Q2 | $724K | Hold |
10,073
| – | – | 0.36% | 83 |
|
|
2020
Q1 | $540K | Buy |
10,073
+8,425
| +511% | +$452K | 0.34% | 96 |
|
|
2019
Q4 | $184K | Hold |
1,648
| – | – | 0.08% | 299 |
|
|
2019
Q3 | $169K | Buy |
1,648
+126
| +8% | +$12.9K | 0.09% | 286 |
|
|
2019
Q2 | $142K | Hold |
1,522
| – | – | 0.07% | 314 |
|
|
2019
Q1 | $145K | Buy |
+1,522
| New | +$145K | 0.08% | 314 |
|