Meeder Advisory Services’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 | $1.27M | Sell |
10,681
-768
| -7% | -$91.6K | 0.07% | 208 |
|
|
2025
Q1 | $1.41M | Buy |
11,449
+1,517
| +15% | +$187K | 0.08% | 192 |
|
|
2024
Q4 | $1.13M | Sell |
9,932
-81
| -0.8% | -$9.23K | 0.07% | 217 |
|
|
2024
Q3 | $1.32M | Buy |
10,013
+449
| +5% | +$59K | 0.09% | 188 |
|
|
2024
Q2 | $1.35M | Buy |
9,564
+2,518
| +36% | +$355K | 0.1% | 172 |
|
|
2024
Q1 | $1.15M | Buy |
7,046
+262
| +4% | +$42.8K | 0.12% | 154 |
|
|
2023
Q4 | $903K | Buy |
6,784
+416
| +7% | +$55.4K | 0.1% | 165 |
|
|
2023
Q3 | $765K | Sell |
6,368
-800
| -11% | -$96.1K | 0.1% | 173 |
|
|
2023
Q2 | $684K | Buy |
7,168
+345
| +5% | +$32.9K | 0.07% | 234 |
|
|
2023
Q1 | $692K | Buy |
6,823
+443
| +7% | +$44.9K | 0.08% | 227 |
|
|
2022
Q4 | $664K | Buy |
+6,380
| New | +$664K | 0.08% | 217 |
|