New Century Financial Group’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,813
| Closed | -$443K | – | 273 |
|
|
2024
Q4 | $443K | Sell |
3,813
-847
| -18% | -$98.3K | 0.19% | 146 |
|
|
2024
Q3 | $613K | Buy |
4,660
+139
| +3% | +$18.3K | 0.22% | 134 |
|
|
2024
Q2 | $638K | Buy |
4,521
+2,323
| +106% | +$328K | 0.27% | 109 |
|
|
2024
Q1 | $359K | Sell |
2,198
-308
| -12% | -$50.3K | 0.25% | 110 |
|
|
2023
Q4 | $334K | Buy |
+2,506
| New | +$334K | 0.29% | 102 |
|