Means Investment Company’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 | $517K | Buy |
4,336
+3
| +0.1% | +$358 | 0.05% | 122 |
|
|
2025
Q1 | $535K | Sell |
4,333
-318
| -7% | -$39.3K | 0.06% | 119 |
|
|
2024
Q4 | $530K | Sell |
4,651
-18
| -0.4% | -$2.05K | 0.06% | 123 |
|
|
2024
Q3 | $614K | Buy |
4,669
+3
| +0.1% | +$394 | 0.07% | 116 |
|
|
2024
Q2 | $659K | Buy |
4,666
+3
| +0.1% | +$424 | 0.08% | 109 |
|
|
2024
Q1 | $762K | Buy |
4,663
+7
| +0.2% | +$1.14K | 0.1% | 102 |
|
|
2023
Q4 | $620K | Buy |
4,656
+242
| +5% | +$32.2K | 0.09% | 113 |
|
|
2023
Q3 | $530K | Sell |
4,414
-12
| -0.3% | -$1.44K | 0.09% | 119 |
|
|
2023
Q2 | $422K | Sell |
4,426
-2
| -0% | -$191 | 0.07% | 131 |
|
|
2023
Q1 | $449K | Buy |
4,428
+14
| +0.3% | +$1.42K | 0.08% | 128 |
|
|
2022
Q4 | $459K | Buy |
4,414
+2
| +0% | +$208 | 0.09% | 123 |
|
|
2022
Q3 | $356K | Sell |
4,412
-157
| -3% | -$12.7K | 0.08% | 137 |
|
|
2022
Q2 | $375K | Buy |
4,569
+5
| +0.1% | +$410 | 0.08% | 133 |
|
|
2022
Q1 | $394K | Buy |
4,564
+4
| +0.1% | +$345 | 0.07% | 132 |
|
|
2021
Q4 | $330K | Buy |
4,560
+6
| +0.1% | +$434 | 0.06% | 147 |
|
|
2021
Q3 | $319K | Sell |
4,554
-272
| -6% | -$19.1K | 0.06% | 144 |
|
|
2021
Q2 | $414K | Buy |
4,826
+473
| +11% | +$40.6K | 0.08% | 130 |
|
|
2021
Q1 | $355K | Buy |
4,353
+2
| +0% | +$163 | 0.08% | 132 |
|
|
2020
Q4 | $336K | Sell |
4,351
-21
| -0.5% | -$1.62K | 0.08% | 137 |
|
|
2020
Q3 | $204K | Sell |
4,372
-139
| -3% | -$6.49K | 0.06% | 143 |
|
|
2020
Q2 | $289K | Sell |
4,511
-26
| -0.6% | -$1.67K | 0.09% | 114 |
|
|
2020
Q1 | $264K | Sell |
4,537
-16
| -0.4% | -$931 | 0.1% | 106 |
|
|
2019
Q4 | $470K | Sell |
4,553
-66
| -1% | -$6.81K | 0.16% | 86 |
|
|
2019
Q3 | $547K | Buy |
4,619
+427
| +10% | +$50.6K | 0.21% | 80 |
|
|
2019
Q2 | $410K | Sell |
4,192
-171
| -4% | -$16.7K | 0.17% | 93 |
|
|
2019
Q1 | $415K | Buy |
4,363
+205
| +5% | +$19.5K | 0.18% | 88 |
|
|
2018
Q4 | $358K | Buy |
+4,158
| New | +$358K | 0.2% | 90 |
|