Mosaic Family Wealth 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 | $312K | Buy |
2,613
+17
| +0.7% | +$2.03K | 0.04% | 172 |
|
|
2025
Q1 | $321K | Sell |
2,596
-9
| -0.3% | -$1.11K | 0.05% | 159 |
|
|
2024
Q4 | $297K | Sell |
2,605
-702
| -21% | -$80K | 0.04% | 171 |
|
|
2024
Q3 | $435K | Sell |
3,307
-29
| -0.9% | -$3.81K | 0.06% | 129 |
|
|
2024
Q2 | $471K | Sell |
3,336
-540
| -14% | -$76.2K | 0.08% | 121 |
|
|
2024
Q1 | $633K | Buy |
3,876
+1
| +0% | +$163 | 0.1% | 105 |
|
|
2023
Q4 | $516K | Sell |
3,875
-99
| -2% | -$13.2K | 0.09% | 112 |
|
|
2023
Q3 | $477K | Buy |
3,974
+1
| +0% | +$120 | 0.1% | 109 |
|
|
2023
Q2 | $379K | Buy |
3,973
+2
| +0.1% | +$191 | 0.07% | 122 |
|
|
2023
Q1 | $403K | Buy |
3,971
+2
| +0.1% | +$203 | 0.08% | 116 |
|
|
2022
Q4 | $413K | Buy |
+3,969
| New | +$413K | 0.12% | 110 |
|