Kelly Lawrence W & Associates’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 | $210K | Hold |
1,758
| – | – | 0.06% | 79 |
|
|
2025
Q1 | $217K | Hold |
1,758
| – | – | 0.05% | 80 |
|
|
2024
Q4 | $200K | Sell |
1,758
-1,005
| -36% | -$115K | 0.05% | 83 |
|
|
2024
Q3 | $363K | Buy |
2,763
+1,005
| +57% | +$132K | 0.08% | 69 |
|
|
2024
Q2 | $248K | Buy |
1,758
+1,005
| +133% | +$142K | 0.06% | 75 |
|
|
2024
Q1 | $123K | Buy |
+753
| New | +$123K | 0.03% | 94 |
|
|
2017
Q2 | – | Sell |
-1
| Closed | – | – | 187 |
|
|
2017
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 209 |
|