Naviter 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 | $985K | Sell |
8,255
-902
| -10% | -$108K | 0.12% | 167 |
|
|
2025
Q1 | $1.11M | Sell |
9,157
-96
| -1% | -$11.7K | 0.14% | 166 |
|
|
2024
Q4 | $1.05M | Buy |
9,253
+5,022
| +119% | +$572K | 0.13% | 168 |
|
|
2024
Q3 | $556K | Hold |
4,231
| – | – | 0.08% | 184 |
|
|
2024
Q2 | $597K | Hold |
4,231
| – | – | 0.09% | 183 |
|
|
2024
Q1 | $691K | Sell |
4,231
-70
| -2% | -$11.4K | 0.11% | 180 |
|
|
2023
Q4 | $573K | Hold |
4,301
| – | – | 0.12% | 170 |
|
|
2023
Q3 | $517K | Buy |
4,301
+5
| +0.1% | +$601 | 0.12% | 171 |
|
|
2023
Q2 | $410K | Hold |
4,296
| – | – | 0.1% | 185 |
|
|
2023
Q1 | $436K | Hold |
4,296
| – | – | 0.15% | 161 |
|
|
2022
Q4 | $460K | Hold |
4,296
| – | – | 0.13% | 157 |
|
|
2022
Q3 | $347K | Hold |
4,296
| – | – | 0.14% | 153 |
|
|
2022
Q2 | $352K | Buy |
+4,296
| New | +$352K | 0.14% | 150 |
|