Meixler Investment Management’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 | $262K | Buy |
+2,194
| New | +$262K | 0.18% | 79 |
|
2022
Q4 | – | Sell |
-3,951
| Closed | -$319K | – | 87 |
|
2022
Q3 | $319K | Sell |
3,951
-458
| -10% | -$37K | 0.37% | 51 |
|
2022
Q2 | $361K | Sell |
4,409
-8,147
| -65% | -$667K | 0.41% | 46 |
|
2022
Q1 | $1.09M | Sell |
12,556
-5,133
| -29% | -$444K | 1.06% | 18 |
|
2021
Q4 | $1.28M | Buy |
+17,689
| New | +$1.28M | 1.32% | 17 |
|