Lokken Investment Group’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 | $1.22M | Buy |
10,235
+707
| +7% | +$84.3K | 0.47% | 60 |
|
|
2025
Q1 | $1.18M | Buy |
9,528
+256
| +3% | +$31.6K | 0.5% | 56 |
|
|
2024
Q4 | $1.06M | Buy |
9,272
+219
| +2% | +$25K | 0.46% | 61 |
|
|
2024
Q3 | $1.19M | Buy |
9,053
+699
| +8% | +$91.9K | 0.5% | 54 |
|
|
2024
Q2 | $1.18M | Buy |
8,354
+723
| +9% | +$102K | 0.55% | 41 |
|
|
2024
Q1 | $1.25M | Buy |
7,631
+611
| +9% | +$99.8K | 0.62% | 40 |
|
|
2023
Q4 | $935K | Buy |
7,020
+5,100
| +266% | +$679K | 0.53% | 50 |
|
|
2023
Q3 | $231K | Buy |
+1,920
| New | +$231K | 0.15% | 112 |
|