McClarren 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 | – | Sell |
-647
| Closed | -$103K | – | 243 |
|
|
2025
Q1 | $103K | Buy |
+647
| New | +$103K | 0.07% | 103 |
|
|
2024
Q4 | – | Sell |
-655
| Closed | -$199 | – | 286 |
|
|
2024
Q3 | $199 | Buy |
655
+373
| +132% | +$113 | 0.03% | 74 |
|
|
2024
Q2 | $116K | Sell |
282
-543
| -66% | -$223K | 0.08% | 101 |
|
|
2024
Q1 | $135K | Buy |
825
+1
| +0.1% | +$164 | 0.1% | 87 |
|
|
2023
Q4 | $110K | Buy |
824
+5
| +0.6% | +$667 | 0.08% | 102 |
|
|
2023
Q3 | $98K | Buy |
819
+4
| +0.5% | +$479 | 0.09% | 102 |
|
|
2023
Q2 | $77K | Buy |
815
+306
| +60% | +$28.9K | 0.06% | 124 |
|
|
2023
Q1 | $51K | Sell |
509
-510
| -50% | -$51.1K | 0.05% | 142 |
|
|
2022
Q4 | $106K | Buy |
1,019
+9
| +0.9% | +$936 | 0.1% | 101 |
|
|
2022
Q3 | $81K | Buy |
+1,010
| New | +$81K | 0.08% | 99 |
|