Mizuho Securities USA’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
$3.36M Sell
28,156
-4,912
-15% -$586K 0.07% 273
2025
Q1
$4.08M Sell
33,068
-6,074
-16% -$750K 0.09% 238
2024
Q4
$4.46M Buy
39,142
+12,000
+44% +$1.37M 0.08% 236
2024
Q3
$3.57M Sell
27,142
-5,542
-17% -$728K 0.08% 229
2024
Q2
$4.61M Buy
+32,684
New +$4.61M 0.1% 195