Maryland Capital Advisors’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 | $5.01K | Hold |
42
| – | – | ﹤0.01% | 219 |
|
|
2025
Q1 | $5.19K | Hold |
42
| – | – | ﹤0.01% | 184 |
|
|
2024
Q4 | $4.79K | Hold |
42
| – | – | ﹤0.01% | 207 |
|
|
2024
Q3 | $5.52K | Hold |
42
| – | – | ﹤0.01% | 197 |
|
|
2024
Q2 | $5.93K | Hold |
42
| – | – | ﹤0.01% | 194 |
|
|
2024
Q1 | $6.86K | Sell |
42
-4
| -9% | -$653 | ﹤0.01% | 170 |
|
|
2023
Q4 | $6.13K | Hold |
46
| – | – | ﹤0.01% | 180 |
|
|
2023
Q3 | $5.53K | Hold |
46
| – | – | ﹤0.01% | 181 |
|
|
2023
Q2 | $4.39K | Hold |
46
| – | – | ﹤0.01% | 200 |
|
|
2023
Q1 | $4.66K | Hold |
46
| – | – | ﹤0.01% | 198 |
|
|
2022
Q4 | $4.79K | Hold |
46
| – | – | ﹤0.01% | 196 |
|
|
2022
Q3 | $4K | Hold |
46
| – | – | ﹤0.01% | 209 |
|
|
2022
Q2 | $4K | Hold |
46
| – | – | ﹤0.01% | 202 |
|
|
2022
Q1 | $4K | Hold |
46
| – | – | ﹤0.01% | 168 |
|
|
2021
Q4 | $3K | Buy |
+46
| New | +$3K | ﹤0.01% | 167 |
|