JTC Employer Solutions Trustee’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 | $161K | Hold |
1,353
| – | – | 0.02% | 155 |
|
|
2025
Q1 | $167K | Hold |
1,353
| – | – | 0.01% | 151 |
|
|
2024
Q4 | $152K | Hold |
1,353
| – | – | 0.01% | 159 |
|
|
2024
Q3 | $178K | Hold |
1,353
| – | – | 0.01% | 148 |
|
|
2024
Q2 | $191K | Hold |
1,353
| – | – | 0.01% | 134 |
|
|
2024
Q1 | $215K | Hold |
1,353
| – | – | 0.01% | 130 |
|
|
2023
Q4 | $180K | Hold |
1,353
| – | – | 0.02% | 140 |
|
|
2023
Q3 | $163K | Hold |
1,353
| – | – | 0.02% | 145 |
|
|
2023
Q2 | $129K | Hold |
1,353
| – | – | 0.01% | 165 |
|
|
2023
Q1 | $137K | Hold |
1,353
| – | – | 0.01% | 168 |
|
|
2022
Q4 | $141K | Hold |
1,353
| – | – | 0.01% | 165 |
|
|
2022
Q3 | $109K | Hold |
1,353
| – | – | 0.02% | 157 |
|
|
2022
Q2 | $111K | Hold |
1,353
| – | – | 0.01% | 142 |
|
|
2022
Q1 | $117K | Hold |
1,353
| – | – | 0.01% | 153 |
|
|
2021
Q4 | $98K | Hold |
1,353
| – | – | 0.01% | 167 |
|
|
2021
Q3 | $95K | Hold |
1,353
| – | – | 0.01% | 171 |
|
|
2021
Q2 | $116K | Buy |
+1,353
| New | +$116K | 0.02% | 147 |
|