NBC Securities’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 | $119K | Sell |
998
-560
| -36% | -$66.8K | 0.01% | 997 |
|
|
2025
Q1 | $192K | Buy |
1,558
+1,557
| +155,700% | +$192K | 0.02% | 798 |
|
|
2024
Q4 | $156 | Sell |
1
-3,907
| -100% | -$609K | 0.01% | 823 |
|
|
2024
Q3 | $513K | Sell |
3,908
-200
| -5% | -$26.3K | 0.04% | 453 |
|
|
2024
Q2 | $579K | Sell |
4,108
-153
| -4% | -$21.6K | 0.05% | 383 |
|
|
2024
Q1 | $695K | Sell |
4,261
-97
| -2% | -$15.8K | 0.07% | 339 |
|
|
2023
Q4 | $580K | Sell |
4,358
-209
| -5% | -$27.8K | 0.06% | 362 |
|
|
2023
Q3 | $548K | Buy |
+4,567
| New | +$548K | 0.06% | 349 |
|