LGT Financial Advisors’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 | $13.3K | Buy |
112
+4
| +4% | +$476 | 0.03% | 187 |
|
|
2025
Q1 | $13.3K | Buy |
108
+1
| +0.9% | +$123 | 0.04% | 167 |
|
|
2024
Q4 | $12.1K | Buy |
107
+1
| +0.9% | +$114 | 0.03% | 404 |
|
|
2024
Q3 | $13.9K | Buy |
106
+1
| +1% | +$131 | 0.03% | 356 |
|
|
2024
Q2 | $14.8K | Buy |
105
+1
| +1% | +$141 | 0.03% | 379 |
|
|
2024
Q1 | $17K | Hold |
104
| – | – | 0.02% | 391 |
|
|
2023
Q4 | $13.8K | Hold |
104
| – | – | 0.02% | 420 |
|
|
2023
Q3 | $12.5K | Buy |
+104
| New | +$12.5K | 0.02% | 439 |
|