KMG Fiduciary Partners’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 | $2.43M | Buy |
20,369
+953
| +5% | +$114K | 0.18% | 118 |
|
|
2025
Q1 | $2.4M | Buy |
19,416
+1,399
| +8% | +$173K | 0.2% | 113 |
|
|
2024
Q4 | $2.05M | Buy |
18,017
+2,960
| +20% | +$337K | 0.17% | 125 |
|
|
2024
Q3 | $1.98M | Buy |
15,057
+690
| +5% | +$90.7K | 0.17% | 122 |
|
|
2024
Q2 | $2.03M | Buy |
14,367
+298
| +2% | +$42.1K | 0.2% | 98 |
|
|
2024
Q1 | $2.3M | Buy |
14,069
+114
| +0.8% | +$18.6K | 0.24% | 91 |
|
|
2023
Q4 | $1.86M | Hold |
13,955
| – | – | 0.22% | 100 |
|
|
2023
Q3 | $1.68M | Sell |
13,955
-1,266
| -8% | -$152K | 0.22% | 107 |
|
|
2023
Q2 | $1.45M | Buy |
15,221
+842
| +6% | +$80.3K | 0.19% | 123 |
|
|
2023
Q1 | $1.46M | Buy |
14,379
+1,758
| +14% | +$178K | 0.21% | 119 |
|
|
2022
Q4 | $1.31M | Buy |
12,621
+3,856
| +44% | +$401K | 0.22% | 110 |
|
|
2022
Q3 | $707K | Buy |
+8,765
| New | +$707K | 0.14% | 125 |
|