Magnus Financial 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 | $368K | Buy |
3,083
+84
| +3% | +$10K | 0.03% | 270 |
|
|
2025
Q1 | $370K | Buy |
2,999
+70
| +2% | +$8.65K | 0.04% | 259 |
|
|
2024
Q4 | $334K | Sell |
2,929
-4
| -0.1% | -$456 | 0.03% | 259 |
|
|
2024
Q3 | $386K | Sell |
2,933
-100
| -3% | -$13.1K | 0.04% | 238 |
|
|
2024
Q2 | $428K | Buy |
3,033
+2
| +0.1% | +$282 | 0.05% | 218 |
|
|
2024
Q1 | $495K | Buy |
3,031
+1
| +0% | +$163 | 0.06% | 191 |
|
|
2023
Q4 | $403K | Buy |
3,030
+2
| +0.1% | +$266 | 0.05% | 191 |
|
|
2023
Q3 | $364K | Sell |
3,028
-58
| -2% | -$6.97K | 0.05% | 186 |
|
|
2023
Q2 | $294K | Sell |
3,086
-45
| -1% | -$4.29K | 0.04% | 215 |
|
|
2023
Q1 | $317K | Buy |
3,131
+89
| +3% | +$9.02K | 0.05% | 214 |
|
|
2022
Q4 | $317K | Buy |
3,042
+307
| +11% | +$31.9K | 0.05% | 204 |
|
|
2022
Q3 | $221K | Sell |
2,735
-66
| -2% | -$5.33K | 0.04% | 222 |
|
|
2022
Q2 | $230K | Buy |
2,801
+414
| +17% | +$34K | 0.04% | 242 |
|
|
2022
Q1 | $206K | Buy |
+2,387
| New | +$206K | 0.03% | 272 |
|
|
2020
Q1 | – | Sell |
-2,547
| Closed | -$284K | – | 651 |
|
|
2019
Q4 | $284K | Buy |
2,547
+175
| +7% | +$19.5K | 0.04% | 323 |
|
|
2019
Q3 | $243K | Buy |
2,372
+50
| +2% | +$5.12K | 0.05% | 363 |
|
|
2019
Q2 | $217K | Sell |
2,322
-209
| -8% | -$19.5K | 0.04% | 416 |
|
|
2019
Q1 | $241K | Buy |
2,531
+1
| +0% | +$95 | 0.05% | 346 |
|
|
2018
Q4 | $218K | Buy |
+2,530
| New | +$218K | 0.06% | 321 |
|