Larson Financial Group’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 | $558K | Sell |
4,678
-1,768
| -27% | -$211K | 0.02% | 406 |
|
|
2025
Q1 | $796K | Buy |
6,446
+1,313
| +26% | +$162K | 0.04% | 307 |
|
|
2024
Q4 | $585K | Buy |
5,133
+600
| +13% | +$68.4K | 0.03% | 315 |
|
|
2024
Q3 | $596K | Buy |
4,533
+664
| +17% | +$87.3K | 0.03% | 295 |
|
|
2024
Q2 | $546K | Buy |
3,869
+2,599
| +205% | +$367K | 0.04% | 256 |
|
|
2024
Q1 | $207K | Buy |
1,270
+317
| +33% | +$51.8K | 0.02% | 397 |
|
|
2023
Q4 | $127K | Sell |
953
-36
| -4% | -$4.79K | 0.01% | 441 |
|
|
2023
Q3 | $119K | Sell |
989
-40
| -4% | -$4.8K | 0.01% | 420 |
|
|
2023
Q2 | $98.2K | Sell |
1,029
-9
| -0.9% | -$859 | 0.01% | 430 |
|
|
2023
Q1 | $105K | Buy |
1,038
+38
| +4% | +$3.85K | 0.01% | 424 |
|
|
2022
Q4 | $104K | Sell |
1,000
-38
| -4% | -$3.96K | 0.01% | 399 |
|
|
2022
Q3 | $84K | Buy |
1,038
+587
| +130% | +$47.5K | 0.01% | 383 |
|
|
2022
Q2 | $37K | Sell |
451
-25
| -5% | -$2.05K | 0.01% | 433 |
|
|
2022
Q1 | $41K | Sell |
476
-54
| -10% | -$4.65K | 0.01% | 409 |
|
|
2021
Q4 | $38K | Buy |
530
+135
| +34% | +$9.68K | 0.01% | 430 |
|
|
2021
Q3 | $28K | Buy |
395
+4
| +1% | +$284 | 0.01% | 407 |
|
|
2021
Q2 | $34K | Buy |
391
+2
| +0.5% | +$174 | 0.01% | 344 |
|
|
2021
Q1 | $32K | Buy |
389
+215
| +124% | +$17.7K | 0.01% | 333 |
|
|
2020
Q4 | $12K | Buy |
174
+38
| +28% | +$2.62K | ﹤0.01% | 469 |
|
|
2020
Q3 | $7K | Hold |
136
| – | – | ﹤0.01% | 486 |
|
|
2020
Q2 | $10K | Hold |
136
| – | – | ﹤0.01% | 403 |
|
|
2020
Q1 | $7K | Sell |
136
-153
| -53% | -$7.88K | ﹤0.01% | 335 |
|
|
2019
Q4 | $32K | Sell |
289
-148
| -34% | -$16.4K | 0.02% | 181 |
|
|
2019
Q3 | $45K | Buy |
437
+301
| +221% | +$31K | 0.03% | 154 |
|
|
2019
Q2 | $13K | Hold |
136
| – | – | 0.01% | 228 |
|
|
2019
Q1 | $13K | Buy |
136
+1
| +0.7% | +$96 | 0.01% | 214 |
|
|
2018
Q4 | $12K | Buy |
+135
| New | +$12K | 0.01% | 208 |
|