Martin Capital Partners’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 | $4.08M | Buy |
34,158
+24,354
| +248% | +$2.91M | 1.6% | 32 |
|
|
2025
Q1 | $1.21M | Sell |
9,804
-29
| -0.3% | -$3.58K | 1.45% | 36 |
|
|
2024
Q4 | $1.12M | Sell |
9,833
-14,393
| -59% | -$1.64M | 1.33% | 38 |
|
|
2024
Q3 | $3.18M | Sell |
24,226
-8,596
| -26% | -$1.13M | 1.57% | 38 |
|
|
2024
Q2 | $4.63M | Sell |
32,822
-1,062
| -3% | -$150K | 1.87% | 28 |
|
|
2024
Q1 | $5.54M | Sell |
33,884
-857
| -2% | -$140K | 2.12% | 25 |
|
|
2023
Q4 | $4.63M | Sell |
34,741
-522
| -1% | -$69.5K | 1.89% | 31 |
|
|
2023
Q3 | $4.24M | Buy |
35,263
+147
| +0.4% | +$17.7K | 1.78% | 31 |
|
|
2023
Q2 | $3.35M | Sell |
35,116
-1,078
| -3% | -$103K | 1.36% | 41 |
|
|
2023
Q1 | $3.67M | Buy |
36,194
+378
| +1% | +$38.3K | 1.53% | 38 |
|
|
2022
Q4 | $3.73M | Buy |
35,816
+2,607
| +8% | +$271K | 1.54% | 37 |
|
|
2022
Q3 | $2.68M | Buy |
33,209
+1,490
| +5% | +$120K | 1.24% | 40 |
|
|
2022
Q2 | $2.6M | Buy |
+31,719
| New | +$2.6M | 1.23% | 41 |
|