MAM
Mystic Asset Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Buy |
8,383
+96
| +1% | +$11.5K | 0.24% | 95 |
|
|
2025
Q1 | $1.02M | Buy |
8,287
+51
| +0.6% | +$6.3K | 0.27% | 88 |
|
|
2024
Q4 | $938K | Buy |
8,236
+1,247
| +18% | +$142K | 0.25% | 92 |
|
|
2024
Q3 | $919K | Buy |
6,989
+33
| +0.5% | +$4.34K | 0.35% | 76 |
|
|
2024
Q2 | $982K | Buy |
6,956
+17
| +0.2% | +$2.4K | 0.4% | 71 |
|
|
2024
Q1 | $1.13M | Buy |
6,939
+625
| +10% | +$102K | 0.47% | 70 |
|
|
2023
Q4 | $841K | Buy |
6,314
+380
| +6% | +$50.6K | 0.4% | 76 |
|
|
2023
Q3 | $713K | Sell |
5,934
-35
| -0.6% | -$4.21K | 0.4% | 77 |
|
|
2023
Q2 | $569K | Sell |
5,969
-100
| -2% | -$9.54K | 0.31% | 86 |
|
|
2023
Q1 | $615K | Hold |
6,069
| – | – | 0.34% | 87 |
|
|
2022
Q4 | $632K | Sell |
6,069
-3,075
| -34% | -$320K | 0.36% | 84 |
|
|
2022
Q3 | $738K | Sell |
9,144
-125
| -1% | -$10.1K | 0.47% | 72 |
|
|
2022
Q2 | $759K | Buy |
9,269
+35
| +0.4% | +$2.87K | 0.46% | 75 |
|
|
2022
Q1 | $797K | Buy |
9,234
+515
| +6% | +$44.5K | 0.43% | 75 |
|
|
2021
Q4 | $631K | Buy |
+8,719
| New | +$631K | 0.3% | 91 |
|