Keynote Financial Services’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 | $695K | Sell |
5,825
-35
| -0.6% | -$4.18K | 0.47% | 65 |
|
|
2025
Q1 | $724K | Hold |
5,860
| – | – | 0.52% | 60 |
|
|
2024
Q4 | $668K | Sell |
5,860
-44
| -0.7% | -$5.01K | 0.51% | 59 |
|
|
2024
Q3 | $776K | Hold |
5,904
| – | – | 0.59% | 49 |
|
|
2024
Q2 | $833K | Hold |
5,904
| – | – | 0.7% | 45 |
|
|
2024
Q1 | $964K | Buy |
+5,904
| New | +$964K | 0.81% | 38 |
|