LRI Investments’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 | $318K | Buy |
2,668
+612
| +30% | +$73K | 0.03% | 224 |
|
|
2025
Q1 | $254K | Sell |
2,056
-266
| -11% | -$32.8K | 0.02% | 233 |
|
|
2024
Q4 | $265K | Buy |
2,322
+636
| +38% | +$72.5K | 0.03% | 221 |
|
|
2024
Q3 | $219K | Buy |
1,686
+455
| +37% | +$59K | 0.02% | 257 |
|
|
2024
Q2 | $174K | Buy |
1,231
+1,145
| +1,331% | +$162K | 0.02% | 277 |
|
|
2024
Q1 | $14K | Buy |
+86
| New | +$14K | ﹤0.01% | 436 |
|