Letson Investment Management’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 | $290K | Hold |
2,429
| – | – | 0.11% | 84 |
|
|
2025
Q1 | $300K | Hold |
2,429
| – | – | 0.12% | 76 |
|
|
2024
Q4 | $277K | Hold |
2,429
| – | – | 0.11% | 84 |
|
|
2024
Q3 | $319K | Hold |
2,429
| – | – | 0.13% | 78 |
|
|
2024
Q2 | $343K | Hold |
2,429
| – | – | 0.15% | 73 |
|
|
2024
Q1 | $397K | Buy |
2,429
+172
| +8% | +$28.1K | 0.17% | 74 |
|
|
2023
Q4 | $300K | Buy |
+2,257
| New | +$300K | 0.14% | 76 |
|