New England Capital Financial 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 | $38.7K | Buy |
324
+2
| +0.6% | +$239 | 0.02% | 134 |
|
|
2025
Q1 | $39.8K | Buy |
322
+1
| +0.3% | +$124 | 0.02% | 124 |
|
|
2024
Q4 | $36.5K | Buy |
321
+2
| +0.6% | +$228 | 0.02% | 132 |
|
|
2024
Q3 | $41.9K | Buy |
319
+1
| +0.3% | +$131 | 0.02% | 123 |
|
|
2024
Q2 | $44.8K | Buy |
318
+2
| +0.6% | +$282 | 0.03% | 117 |
|
|
2024
Q1 | $51.6K | Buy |
316
+1
| +0.3% | +$163 | 0.03% | 108 |
|
|
2023
Q4 | $41.9K | Buy |
315
+2
| +0.6% | +$266 | 0.03% | 122 |
|
|
2023
Q3 | $37.6K | Buy |
313
+1
| +0.3% | +$120 | 0.03% | 123 |
|
|
2023
Q2 | $29.7K | Buy |
312
+2
| +0.6% | +$190 | 0.02% | 142 |
|
|
2023
Q1 | $31.4K | Buy |
310
+2
| +0.6% | +$202 | 0.02% | 150 |
|
|
2022
Q4 | $32.9K | Buy |
+308
| New | +$32.9K | 0.02% | 149 |
|