Keel Point’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 | $420K | Sell |
3,517
-382
| -10% | -$45.6K | 0.03% | 332 |
|
|
2025
Q1 | $481K | Buy |
3,899
+476
| +14% | +$58.8K | 0.04% | 261 |
|
|
2024
Q4 | $390K | Buy |
3,423
+167
| +5% | +$19K | 0.03% | 277 |
|
|
2024
Q3 | $428K | Sell |
3,256
-248
| -7% | -$32.6K | 0.04% | 265 |
|
|
2024
Q2 | $472K | Buy |
3,504
+1,885
| +116% | +$254K | 0.04% | 239 |
|
|
2024
Q1 | $264K | Buy |
+1,619
| New | +$264K | 0.03% | 312 |
|
|
2023
Q4 | – | Sell |
-1,671
| Closed | -$201K | – | 359 |
|
|
2023
Q3 | $201K | Buy |
+1,671
| New | +$201K | 0.03% | 303 |
|