Mitchell & Pahl Private Wealth’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 | $2.43M | Buy |
20,377
+985
| +5% | +$118K | 1.07% | 35 |
|
|
2025
Q1 | $2.39M | Sell |
19,392
-44
| -0.2% | -$5.43K | 1.12% | 33 |
|
|
2024
Q4 | $2.21M | Buy |
19,436
+1,029
| +6% | +$117K | 1.03% | 35 |
|
|
2024
Q3 | $2.42M | Buy |
18,407
+560
| +3% | +$73.6K | 1.13% | 26 |
|
|
2024
Q2 | $2.52M | Buy |
17,847
+74
| +0.4% | +$10.4K | 1.33% | 15 |
|
|
2024
Q1 | $2.9M | Sell |
17,773
-243
| -1% | -$39.7K | 1.52% | 13 |
|
|
2023
Q4 | $2.4M | Sell |
18,016
-564
| -3% | -$75.1K | 1.36% | 15 |
|
|
2023
Q3 | $2.23M | Buy |
18,580
+814
| +5% | +$97.8K | 1.32% | 16 |
|
|
2023
Q2 | $1.69M | Buy |
17,766
+509
| +3% | +$48.5K | 1.02% | 29 |
|
|
2023
Q1 | $1.75M | Buy |
17,257
+237
| +1% | +$24K | 1.1% | 26 |
|
|
2022
Q4 | $1.77M | Buy |
17,020
+720
| +4% | +$74.9K | 1.16% | 21 |
|
|
2022
Q3 | $1.32M | Buy |
16,300
+689
| +4% | +$55.6K | 0.97% | 28 |
|
|
2022
Q2 | $1.28M | Buy |
15,611
+599
| +4% | +$49.1K | 0.89% | 36 |
|
|
2022
Q1 | $1.3M | Buy |
15,012
+2,151
| +17% | +$186K | 0.83% | 39 |
|
|
2021
Q4 | $932K | Buy |
12,861
+129
| +1% | +$9.35K | 0.6% | 55 |
|
|
2021
Q3 | $892K | Buy |
12,732
+267
| +2% | +$18.7K | 0.64% | 56 |
|
|
2021
Q2 | $1.07M | Buy |
12,465
+610
| +5% | +$52.4K | 0.76% | 47 |
|
|
2021
Q1 | $967K | Buy |
11,855
+1,461
| +14% | +$119K | 0.75% | 48 |
|
|
2020
Q4 | $727K | Buy |
+10,394
| New | +$727K | 0.61% | 54 |
|