Lindbrook 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
Q1 | $429K | Buy |
3,478
+178
| +5% | +$22K | 0.04% | 249 |
|
|
2024
Q4 | $376K | Sell |
3,300
-124
| -4% | -$14.1K | 0.03% | 267 |
|
|
2024
Q3 | $450K | Sell |
3,424
-233
| -6% | -$30.6K | 0.04% | 236 |
|
|
2024
Q2 | $516K | Buy |
3,657
+107
| +3% | +$15.1K | 0.05% | 203 |
|
|
2024
Q1 | $580K | Buy |
3,550
+59
| +2% | +$9.64K | 0.05% | 192 |
|
|
2023
Q4 | $465K | Buy |
3,491
+332
| +11% | +$44.2K | 0.05% | 212 |
|
|
2023
Q3 | $380K | Buy |
3,159
+435
| +16% | +$52.3K | 0.04% | 216 |
|
|
2023
Q2 | $260K | Buy |
2,724
+91
| +3% | +$8.68K | 0.03% | 269 |
|
|
2023
Q1 | $267K | Sell |
2,633
-1,291
| -33% | -$131K | 0.03% | 256 |
|
|
2022
Q4 | $408K | Buy |
3,924
+920
| +31% | +$95.8K | 0.05% | 204 |
|
|
2022
Q3 | $242K | Buy |
3,004
+784
| +35% | +$63.2K | 0.04% | 241 |
|
|
2022
Q2 | $182K | Sell |
2,220
-694
| -24% | -$56.9K | 0.03% | 303 |
|
|
2022
Q1 | $252K | Buy |
2,914
+26
| +0.9% | +$2.25K | 0.04% | 245 |
|
|
2021
Q4 | $209K | Buy |
2,888
+218
| +8% | +$15.8K | 0.03% | 292 |
|
|
2021
Q3 | $187K | Buy |
2,670
+3
| +0.1% | +$210 | 0.05% | 161 |
|
|
2021
Q2 | $229K | Buy |
2,667
+15
| +0.6% | +$1.29K | 0.05% | 147 |
|
|
2021
Q1 | $216K | Buy |
2,652
+67
| +3% | +$5.46K | 0.05% | 143 |
|
|
2020
Q4 | $181K | Buy |
2,585
+8
| +0.3% | +$560 | 0.04% | 153 |
|
|
2020
Q3 | $134K | Sell |
2,577
-27
| -1% | -$1.4K | 0.04% | 163 |
|
|
2020
Q2 | $187K | Sell |
2,604
-20
| -0.8% | -$1.44K | 0.06% | 126 |
|
|
2020
Q1 | $141K | Buy |
2,624
+1,390
| +113% | +$74.7K | 0.05% | 142 |
|
|
2019
Q4 | $137K | Hold |
1,234
| – | – | 0.05% | 198 |
|
|
2019
Q3 | $126K | Buy |
1,234
+52
| +4% | +$5.31K | 0.05% | 193 |
|
|
2019
Q2 | $110K | Buy |
1,182
+61
| +5% | +$5.68K | 0.04% | 214 |
|
|
2019
Q1 | $106K | Hold |
1,121
| – | – | 0.04% | 212 |
|
|
2018
Q4 | $96K | Buy |
+1,121
| New | +$96K | 0.05% | 204 |
|