J2 Capital Management’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 |
-4,199
| Closed | -$478K | – | 118 |
|
|
2024
Q4 | $478K | Buy |
+4,199
| New | +$478K | 0.45% | 55 |
|
|
2023
Q3 | $674K | Sell |
5,608
-9
| -0.2% | -$1.08K | 0.85% | 22 |
|
|
2023
Q2 | $536K | Sell |
5,617
-362
| -6% | -$34.5K | 0.64% | 38 |
|
|
2023
Q1 | $606K | Buy |
5,979
+19
| +0.3% | +$1.93K | 0.94% | 22 |
|
|
2022
Q4 | $620K | Buy |
5,960
+193
| +3% | +$20.1K | 1.06% | 17 |
|
|
2022
Q3 | $466K | Buy |
5,767
+1,318
| +30% | +$107K | 0.88% | 21 |
|
|
2022
Q2 | $365K | Buy |
4,449
+147
| +3% | +$12.1K | 0.56% | 37 |
|
|
2022
Q1 | $372K | Buy |
4,302
+148
| +4% | +$12.8K | 0.41% | 48 |
|
|
2021
Q4 | $301K | Buy |
+4,154
| New | +$301K | 0.29% | 78 |
|