Mechanics Financial Corp’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 | $119K | Hold |
1,000
| – | – | 0.05% | 133 |
|
|
2025
Q1 | $123K | Hold |
1,000
| – | – | 0.06% | 132 |
|
|
2024
Q4 | $114K | Hold |
1,000
| – | – | 0.05% | 130 |
|
|
2024
Q3 | $131K | Hold |
1,000
| – | – | 0.06% | 130 |
|
|
2024
Q2 | $141K | Hold |
1,000
| – | – | 0.07% | 127 |
|
|
2024
Q1 | $163K | Hold |
1,000
| – | – | 0.09% | 119 |
|
|
2023
Q4 | $133K | Hold |
1,000
| – | – | 0.08% | 125 |
|
|
2023
Q3 | $120K | Hold |
1,000
| – | – | 0.07% | 123 |
|
|
2023
Q2 | $95.4K | Hold |
1,000
| – | – | 0.05% | 135 |
|
|
2023
Q1 | $101K | Sell |
1,000
-453
| -31% | -$45.9K | 0.06% | 134 |
|
|
2022
Q4 | $151K | Buy |
1,453
+453
| +45% | +$47.1K | 0.09% | 119 |
|
|
2022
Q3 | $81K | Sell |
1,000
-150
| -13% | -$12.2K | 0.05% | 141 |
|
|
2022
Q2 | $94K | Hold |
1,150
| – | – | 0.06% | 139 |
|
|
2022
Q1 | $99K | Hold |
1,150
| – | – | 0.05% | 138 |
|
|
2021
Q4 | $83K | Buy |
+1,150
| New | +$83K | 0.04% | 139 |
|