Jaffetilchin Investment Partners’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 | $214K | Buy |
1,793
+147
| +9% | +$17.5K | 0.01% | 399 |
|
|
2025
Q1 | $203K | Buy |
+1,646
| New | +$203K | 0.01% | 392 |
|
|
2024
Q4 | – | Sell |
-3,119
| Closed | -$410K | – | 1062 |
|
|
2024
Q3 | $410K | Sell |
3,119
-2,512
| -45% | -$330K | 0.03% | 250 |
|
|
2024
Q2 | $795K | Buy |
5,631
+144
| +3% | +$20.3K | 0.07% | 160 |
|
|
2024
Q1 | $896K | Sell |
5,487
-542
| -9% | -$88.5K | 0.08% | 150 |
|
|
2023
Q4 | $803K | Buy |
6,029
+535
| +10% | +$71.2K | 0.08% | 163 |
|
|
2023
Q3 | $660K | Buy |
+5,494
| New | +$660K | 0.07% | 161 |
|
|
2020
Q1 | – | Sell |
-2,090
| Closed | -$233K | – | 214 |
|
|
2019
Q4 | $233K | Buy |
+2,090
| New | +$233K | 0.05% | 205 |
|
|
2018
Q4 | – | Sell |
-10,658
| Closed | -$1.2M | – | 333 |
|
|
2018
Q3 | $1.2M | Buy |
10,658
+2,693
| +34% | +$303K | 0.25% | 70 |
|
|
2018
Q2 | $895K | Buy |
+7,965
| New | +$895K | 0.2% | 93 |
|
|
2016
Q1 | – | Sell |
-4,953
| Closed | -$405K | – | 234 |
|
|
2015
Q4 | $405K | Buy |
+4,953
| New | +$405K | 0.13% | 113 |
|
|
2014
Q3 | – | Sell |
-6,305
| Closed | -$507K | – | 235 |
|
|
2014
Q2 | $507K | Buy |
+6,305
| New | +$507K | 0.18% | 91 |
|