Mirador Capital Partners’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 | $6.01M | Buy |
50,364
+1,291
| +3% | +$154K | 0.98% | 24 |
|
|
2025
Q1 | $6.06M | Buy |
49,073
+1,858
| +4% | +$229K | 1.06% | 23 |
|
|
2024
Q4 | $5.38M | Sell |
47,215
-334
| -0.7% | -$38.1K | 0.98% | 27 |
|
|
2024
Q3 | $6.25M | Buy |
47,549
+1,325
| +3% | +$174K | 1.12% | 22 |
|
|
2024
Q2 | $6.53M | Buy |
46,224
+1,227
| +3% | +$173K | 1.23% | 19 |
|
|
2024
Q1 | $7.35M | Buy |
44,997
+510
| +1% | +$83.3K | 1.4% | 15 |
|
|
2023
Q4 | $5.92M | Sell |
44,487
-210
| -0.5% | -$28K | 1.25% | 16 |
|
|
2023
Q3 | $5.37M | Buy |
44,697
+563
| +1% | +$67.6K | 1.22% | 18 |
|
|
2023
Q2 | $4.21M | Sell |
44,134
-293
| -0.7% | -$27.9K | 1% | 24 |
|
|
2023
Q1 | $4.5M | Sell |
44,427
-2,119
| -5% | -$215K | 1.07% | 26 |
|
|
2022
Q4 | $4.84M | Sell |
46,546
-487
| -1% | -$50.7K | 1.15% | 22 |
|
|
2022
Q3 | $3.8M | Buy |
47,033
+818
| +2% | +$66K | 0.92% | 28 |
|
|
2022
Q2 | $3.79M | Buy |
46,215
+225
| +0.5% | +$18.4K | 0.89% | 29 |
|
|
2022
Q1 | $3.97M | Buy |
45,990
+692
| +2% | +$59.8K | 0.8% | 35 |
|
|
2021
Q4 | $3.28M | Buy |
45,298
+1,893
| +4% | +$137K | 0.69% | 45 |
|
|
2021
Q3 | $3.04M | Buy |
43,405
+12,717
| +41% | +$891K | 0.69% | 43 |
|
|
2021
Q2 | $2.63M | Buy |
30,688
+15,905
| +108% | +$1.37M | 0.6% | 50 |
|
|
2021
Q1 | $1.21M | Buy |
+14,783
| New | +$1.21M | 0.31% | 82 |
|
|
2017
Q2 | – | Sell |
-13,996
| Closed | -$1.11M | – | 146 |
|
|
2017
Q1 | $1.11M | Buy |
13,996
+1,703
| +14% | +$135K | 0.81% | 43 |
|
|
2016
Q4 | $1.06M | Buy |
12,293
+3,517
| +40% | +$304K | 0.85% | 41 |
|
|
2016
Q3 | $707K | Sell |
8,776
-116
| -1% | -$9.35K | 0.62% | 53 |
|
|
2016
Q2 | $699K | Sell |
8,892
-6,906
| -44% | -$543K | 0.7% | 51 |
|
|
2016
Q1 | $1.37M | Buy |
+15,798
| New | +$1.37M | 1.52% | 21 |
|