Key Financial Inc’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 | $61.3K | Hold |
514
| – | – | 0.01% | 455 |
|
|
2025
Q1 | $63.5K | Hold |
514
| – | – | 0.01% | 436 |
|
|
2024
Q4 | $58.6K | Buy |
514
+19
| +4% | +$2.17K | 0.01% | 451 |
|
|
2024
Q3 | $65.1K | Hold |
495
| – | – | 0.01% | 434 |
|
|
2024
Q2 | $69.9K | Hold |
495
| – | – | 0.02% | 406 |
|
|
2024
Q1 | $80.9K | Hold |
495
| – | – | 0.02% | 360 |
|
|
2023
Q4 | $65.9K | Sell |
495
-22
| -4% | -$2.93K | 0.02% | 378 |
|
|
2023
Q3 | $62.1K | Hold |
517
| – | – | 0.02% | 367 |
|
|
2023
Q2 | $49.3K | Buy |
517
+68
| +15% | +$6.49K | 0.02% | 410 |
|
|
2023
Q1 | $45.5K | Hold |
449
| – | – | 0.02% | 406 |
|
|
2022
Q4 | $36.2K | Hold |
449
| – | – | 0.02% | 408 |
|
|
2022
Q3 | $36K | Buy |
449
+30
| +7% | +$2.41K | 0.02% | 416 |
|
|
2022
Q2 | $35K | Hold |
419
| – | – | 0.02% | 420 |
|
|
2022
Q1 | $36K | Hold |
419
| – | – | 0.02% | 403 |
|
|
2021
Q4 | $30K | Hold |
419
| – | – | 0.02% | 417 |
|
|
2021
Q3 | $29K | Sell |
419
-146
| -26% | -$10.1K | 0.02% | 412 |
|
|
2021
Q2 | $41K | Hold |
565
| – | – | 0.02% | 377 |
|
|
2021
Q1 | $46K | Sell |
565
-1,370
| -71% | -$112K | 0.03% | 289 |
|
|
2020
Q4 | $135K | Buy |
+1,935
| New | +$135K | 0.1% | 157 |
|
|
2020
Q2 | – | Sell |
-1,935
| Closed | -$105K | – | 486 |
|
|
2020
Q1 | $105K | Hold |
1,935
| – | – | 0.11% | 150 |
|
|
2019
Q4 | $216K | Buy |
+1,935
| New | +$216K | 0.2% | 103 |
|