JBR Co Financial 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
Q2 | $981K | Sell |
8,223
-847
| -9% | -$101K | 0.48% | 49 |
|
|
2025
Q1 | $1.12M | Sell |
9,070
-450
| -5% | -$55.6K | 0.66% | 42 |
|
|
2024
Q4 | $1.08M | Buy |
9,520
+85
| +0.9% | +$9.68K | 0.66% | 39 |
|
|
2024
Q3 | $1.24M | Hold |
9,435
| – | – | 0.81% | 33 |
|
|
2024
Q2 | $1.33M | Hold |
9,435
| – | – | 0.94% | 26 |
|
|
2024
Q1 | $1.54M | Sell |
9,435
-130
| -1% | -$21.2K | 1.23% | 25 |
|
|
2023
Q4 | $1.27M | Buy |
+9,565
| New | +$1.27M | 1.2% | 23 |
|