INVST’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 |
-4,554
| Closed | -$519K | – | 317 |
|
|
2024
Q4 | $519K | Sell |
4,554
-1,647
| -27% | -$188K | 0.06% | 168 |
|
|
2024
Q3 | $815K | Buy |
6,201
+145
| +2% | +$19.1K | 0.1% | 131 |
|
|
2024
Q2 | $854K | Buy |
6,056
+367
| +6% | +$51.7K | 0.09% | 115 |
|
|
2024
Q1 | $929K | Buy |
+5,689
| New | +$929K | 0.11% | 98 |
|
|
2023
Q1 | – | Sell |
-8,216
| Closed | -$824K | – | 187 |
|
|
2022
Q4 | $824K | Sell |
8,216
-663
| -7% | -$66.5K | 0.13% | 96 |
|
|
2022
Q3 | $809K | Sell |
8,879
-29
| -0.3% | -$2.64K | 0.14% | 86 |
|
|
2022
Q2 | $763K | Buy |
8,908
+2,987
| +50% | +$256K | 0.12% | 102 |
|
|
2022
Q1 | $530K | Buy |
5,921
+193
| +3% | +$17.3K | 0.09% | 107 |
|
|
2021
Q4 | $481K | Buy |
+5,728
| New | +$481K | 0.08% | 119 |
|