MGO One Seven’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 | $826K | Sell |
6,925
-3,113
| -31% | -$371K | 0.03% | 554 |
|
|
2025
Q1 | $1.24M | Buy |
10,038
+3,586
| +56% | +$443K | 0.05% | 385 |
|
|
2024
Q4 | $735K | Buy |
6,452
+677
| +12% | +$77.1K | 0.03% | 518 |
|
|
2024
Q3 | $759K | Sell |
5,775
-1,078
| -16% | -$142K | 0.03% | 470 |
|
|
2024
Q2 | $967K | Buy |
6,853
+316
| +5% | +$44.6K | 0.05% | 389 |
|
|
2024
Q1 | $1.07M | Sell |
6,537
-699
| -10% | -$114K | 0.06% | 333 |
|
|
2023
Q4 | $963K | Sell |
7,236
-351
| -5% | -$46.7K | 0.06% | 333 |
|
|
2023
Q3 | $912K | Buy |
7,587
+298
| +4% | +$35.8K | 0.07% | 283 |
|
|
2023
Q2 | $695K | Sell |
7,289
-2,931
| -29% | -$280K | 0.06% | 330 |
|
|
2023
Q1 | $1.04M | Buy |
10,220
+4,833
| +90% | +$490K | 0.07% | 292 |
|
|
2022
Q4 | $561K | Buy |
5,387
+1,383
| +35% | +$144K | 0.06% | 357 |
|
|
2022
Q3 | $323 | Buy |
4,004
+886
| +28% | +$71 | 0.01% | 515 |
|
|
2022
Q2 | $256K | Buy |
3,118
+458
| +17% | +$37.6K | 0.04% | 508 |
|
|
2022
Q1 | $230K | Buy |
+2,660
| New | +$230K | 0.02% | 581 |
|
|
2019
Q1 | – | Sell |
-638
| Closed | -$54K | – | 1324 |
|
|
2018
Q4 | $54K | Buy |
+638
| New | +$54K | 0.02% | 613 |
|
|
2018
Q1 | $37K | Hold |
385
| – | – | 0.02% | 684 |
|
|
2017
Q4 | $39K | Buy |
+385
| New | +$39K | 0.02% | 678 |
|