Lavaca Capital’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 | $7.87K | Hold |
66
| – | – | ﹤0.01% | 230 |
|
|
2025
Q1 | $8.15K | Sell |
66
-118
| -64% | -$14.6K | ﹤0.01% | 208 |
|
|
2024
Q4 | $20.9K | Buy |
+184
| New | +$20.9K | 0.01% | 232 |
|
|
2020
Q4 | – | Sell |
-7,133
| Closed | -$370K | – | 108 |
|
|
2020
Q3 | $370K | Buy |
+7,133
| New | +$370K | 0.06% | 71 |
|
|
2020
Q2 | – | Sell |
-5,272
| Closed | -$283K | – | 84 |
|
|
2020
Q1 | $283K | Sell |
5,272
-970
| -16% | -$52.1K | 0.27% | 55 |
|
|
2019
Q4 | $695K | Sell |
6,242
-1,375
| -18% | -$153K | 0.53% | 37 |
|
|
2019
Q3 | $780K | Buy |
7,617
+1
| +0% | +$102 | 0.59% | 37 |
|
|
2019
Q2 | $712K | Buy |
7,616
+94
| +1% | +$8.79K | 0.55% | 36 |
|
|
2019
Q1 | $716K | Hold |
7,522
| – | – | 0.61% | 33 |
|
|
2018
Q4 | $648K | Buy |
+7,522
| New | +$648K | 0.65% | 24 |
|