Jump Financial’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 | – | Sell |
-11,276
| Closed | -$1.39M | – | 2066 |
|
2025
Q1 | $1.39M | Buy |
11,276
+8,506
| +307% | +$1.05M | 0.02% | 704 |
|
2024
Q4 | $316K | Buy |
+2,770
| New | +$316K | 0.01% | 1280 |
|
2024
Q3 | – | Sell |
-10,949
| Closed | -$1.55M | – | 2024 |
|
2024
Q2 | $1.55M | Buy |
10,949
+7,781
| +246% | +$1.1M | 0.03% | 652 |
|
2024
Q1 | $517K | Buy |
+3,168
| New | +$517K | 0.01% | 1164 |
|
2023
Q4 | – | Sell |
-4,846
| Closed | -$582K | – | 2142 |
|
2023
Q3 | $582K | Buy |
4,846
+811
| +20% | +$97.4K | 0.02% | 939 |
|
2023
Q2 | $385K | Buy |
4,035
+982
| +32% | +$93.7K | 0.01% | 1161 |
|
2023
Q1 | $310K | Buy |
+3,053
| New | +$310K | 0.01% | 1101 |
|
2022
Q3 | – | Sell |
-62,004
| Closed | -$5.08M | – | 1879 |
|
2022
Q2 | $5.08M | Buy |
62,004
+42,378
| +216% | +$3.47M | 0.22% | 81 |
|
2022
Q1 | $1.7M | Sell |
19,626
-34,017
| -63% | -$2.94M | 0.07% | 330 |
|
2021
Q4 | $3.89M | Buy |
+53,643
| New | +$3.89M | 0.24% | 39 |
|
2021
Q3 | – | Sell |
-4,173
| Closed | -$359K | – | 1425 |
|
2021
Q2 | $359K | Buy |
4,173
+931
| +29% | +$80.1K | 0.03% | 596 |
|
2021
Q1 | $264K | Sell |
3,242
-9,558
| -75% | -$778K | 0.02% | 655 |
|
2020
Q4 | $895K | Buy |
12,800
+4,700
| +58% | +$329K | 0.15% | 186 |
|
2020
Q3 | $420K | Buy |
+8,100
| New | +$420K | 0.08% | 383 |
|