Little House 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 | – | Sell |
-1,904
| Closed | -$235K | – | 133 |
|
|
2025
Q1 | $235K | Buy |
+1,904
| New | +$235K | 0.06% | 125 |
|
|
2024
Q3 | – | Sell |
-1,430
| Closed | -$202K | – | 118 |
|
|
2024
Q2 | $202K | Sell |
1,430
-246
| -15% | -$34.7K | 0.06% | 114 |
|
|
2024
Q1 | $274K | Sell |
1,676
-119
| -7% | -$19.4K | 0.09% | 117 |
|
|
2023
Q4 | $239K | Buy |
1,795
+119
| +7% | +$15.8K | 0.09% | 114 |
|
|
2023
Q3 | $201K | Buy |
+1,676
| New | +$201K | 0.08% | 113 |
|
|
2022
Q4 | – | Sell |
-2,866
| Closed | -$231K | – | 115 |
|
|
2022
Q3 | $231K | Hold |
2,866
| – | – | 0.12% | 105 |
|
|
2022
Q2 | $235K | Sell |
2,866
-98
| -3% | -$8.04K | 0.13% | 108 |
|
|
2022
Q1 | $256K | Sell |
2,964
-247
| -8% | -$21.3K | 0.13% | 127 |
|
|
2021
Q4 | $233K | Hold |
3,211
| – | – | 0.12% | 131 |
|
|
2021
Q3 | $225K | Sell |
3,211
-284
| -8% | -$19.9K | 0.13% | 131 |
|
|
2021
Q2 | $300K | Buy |
+3,495
| New | +$300K | 0.16% | 119 |
|
|
2021
Q1 | – | Sell |
-3,495
| Closed | -$244K | – | 146 |
|
|
2020
Q4 | $244K | Sell |
3,495
-1,095
| -24% | -$76.4K | 0.18% | 97 |
|
|
2020
Q3 | $237K | Buy |
4,590
+10
| +0.2% | +$516 | 0.2% | 87 |
|
|
2020
Q2 | $329K | Sell |
4,580
-180
| -4% | -$12.9K | 0.3% | 77 |
|
|
2020
Q1 | $255K | Sell |
4,760
-307
| -6% | -$16.4K | 0.28% | 70 |
|
|
2019
Q4 | $564K | Buy |
5,067
+325
| +7% | +$36.2K | 0.49% | 62 |
|
|
2019
Q3 | $486K | Buy |
4,742
+45
| +1% | +$4.61K | 0.37% | 78 |
|
|
2019
Q2 | $481 | Buy |
4,697
+405
| +9% | +$41 | 0.32% | 80 |
|
|
2019
Q1 | $408K | Buy |
4,292
+4
| +0.1% | +$380 | 0.31% | 81 |
|
|
2018
Q4 | $369K | Buy |
+4,288
| New | +$369K | 0.36% | 78 |
|