Mayflower Financial 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 | $377K | Sell |
3,159
-241
| -7% | -$28.8K | 0.05% | 279 |
|
|
2025
Q1 | $420K | Sell |
3,400
-32
| -0.9% | -$3.95K | 0.06% | 255 |
|
|
2024
Q4 | $391K | Buy |
3,432
+30
| +0.9% | +$3.42K | 0.06% | 253 |
|
|
2024
Q3 | $447K | Buy |
3,402
+1
| +0% | +$131 | 0.07% | 239 |
|
|
2024
Q2 | $480K | Buy |
3,401
+26
| +0.8% | +$3.67K | 0.08% | 217 |
|
|
2024
Q1 | $551K | Sell |
3,375
-152
| -4% | -$24.8K | 0.09% | 195 |
|
|
2023
Q4 | $470K | Sell |
3,527
-401
| -10% | -$53.4K | 0.06% | 208 |
|
|
2023
Q3 | $472K | Sell |
3,928
-82
| -2% | -$9.85K | 0.07% | 200 |
|
|
2023
Q2 | $382K | Sell |
4,010
-78
| -2% | -$7.44K | 0.05% | 246 |
|
|
2023
Q1 | $414K | Buy |
4,088
+2
| +0% | +$203 | 0.05% | 231 |
|
|
2022
Q4 | $425K | Sell |
4,086
-177
| -4% | -$18.4K | 0.06% | 220 |
|
|
2022
Q3 | $344K | Buy |
4,263
+308
| +8% | +$24.9K | 0.06% | 235 |
|
|
2022
Q2 | $324K | Buy |
3,955
+96
| +2% | +$7.86K | 0.05% | 241 |
|
|
2022
Q1 | $333K | Buy |
3,859
+292
| +8% | +$25.2K | 0.04% | 253 |
|
|
2021
Q4 | $258K | Sell |
3,567
-706
| -17% | -$51.1K | 0.03% | 288 |
|
|
2021
Q3 | $354K | Buy |
4,273
+769
| +22% | +$63.7K | 0.05% | 236 |
|
|
2021
Q2 | $301K | Buy |
3,504
+1,040
| +42% | +$89.3K | 0.04% | 241 |
|
|
2021
Q1 | $201K | Buy |
+2,464
| New | +$201K | 0.03% | 276 |
|