MSH Capital Advisors’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 | $408K | Sell |
3,418
-38
| -1% | -$4.53K | 0.12% | 177 |
|
|
2025
Q1 | $427K | Buy |
3,456
+101
| +3% | +$12.5K | 0.13% | 164 |
|
|
2024
Q4 | $382K | Hold |
3,355
| – | – | 0.12% | 172 |
|
|
2024
Q3 | $441K | Buy |
3,355
+28
| +0.8% | +$3.68K | 0.13% | 161 |
|
|
2024
Q2 | $470K | Hold |
3,327
| – | – | 0.16% | 139 |
|
|
2024
Q1 | $543K | Buy |
3,327
+90
| +3% | +$14.7K | 0.19% | 126 |
|
|
2023
Q4 | $431K | Buy |
3,237
+258
| +9% | +$34.4K | 0.16% | 133 |
|
|
2023
Q3 | $358K | Sell |
2,979
-127
| -4% | -$15.3K | 0.14% | 156 |
|
|
2023
Q2 | $296K | Sell |
3,106
-170
| -5% | -$16.2K | 0.11% | 177 |
|
|
2023
Q1 | $332K | Buy |
3,276
+126
| +4% | +$12.8K | 0.14% | 150 |
|
|
2022
Q4 | $328K | Sell |
3,150
-50
| -2% | -$5.2K | 0.15% | 137 |
|
|
2022
Q3 | $258K | Hold |
3,200
| – | – | 0.13% | 160 |
|
|
2022
Q2 | $262K | Hold |
3,200
| – | – | 0.12% | 158 |
|
|
2022
Q1 | $276K | Sell |
3,200
-400
| -11% | -$34.6K | 0.11% | 164 |
|
|
2021
Q4 | $261K | Buy |
+3,600
| New | +$261K | 0.12% | 157 |
|