Keener Financial Planning’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 | $9K | Hold |
82
| – | – | ﹤0.01% | 166 |
|
|
2025
Q1 | $10K | Hold |
82
| – | – | 0.01% | 123 |
|
|
2024
Q4 | $9K | Hold |
82
| – | – | 0.01% | 137 |
|
|
2024
Q3 | $10K | Hold |
82
| – | – | 0.01% | 132 |
|
|
2024
Q2 | $11K | Sell |
82
-77
| -48% | -$10.3K | 0.01% | 134 |
|
|
2024
Q1 | $26K | Buy |
+159
| New | +$26K | 0.02% | 114 |
|