Nilsine Partners’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 | $443K | Sell |
3,711
-353
| -9% | -$42.1K | 0.04% | 268 |
|
|
2025
Q1 | $502K | Buy |
4,064
+5
| +0.1% | +$617 | 0.06% | 245 |
|
|
2024
Q4 | $462K | Buy |
4,059
+1,464
| +56% | +$167K | 0.05% | 267 |
|
|
2024
Q3 | $341K | Sell |
2,595
-177
| -6% | -$23.3K | 0.04% | 268 |
|
|
2024
Q2 | $391K | Sell |
2,772
-78
| -3% | -$11K | 0.05% | 245 |
|
|
2024
Q1 | $466K | Buy |
2,850
+12
| +0.4% | +$1.96K | 0.06% | 235 |
|
|
2023
Q4 | $378K | Buy |
2,838
+120
| +4% | +$16K | 0.06% | 244 |
|
|
2023
Q3 | $327K | Sell |
2,718
-1,552
| -36% | -$186K | 0.05% | 270 |
|
|
2023
Q2 | $407K | Sell |
4,270
-519
| -11% | -$49.5K | 0.06% | 258 |
|
|
2023
Q1 | $485K | Buy |
+4,789
| New | +$485K | 0.08% | 235 |
|