Norden 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
Q2 | $633K | Sell |
5,304
-813
| -13% | -$97K | 0.07% | 285 |
|
|
2025
Q1 | $755K | Buy |
6,117
+609
| +11% | +$75.2K | 0.09% | 224 |
|
|
2024
Q4 | $628K | Buy |
5,508
+2,039
| +59% | +$232K | 0.07% | 293 |
|
|
2024
Q3 | $456K | Sell |
3,469
-10
| -0.3% | -$1.32K | 0.05% | 335 |
|
|
2024
Q2 | $491K | Sell |
3,479
-264
| -7% | -$37.3K | 0.1% | 220 |
|
|
2024
Q1 | $611K | Buy |
3,743
+1,582
| +73% | +$258K | 0.12% | 183 |
|
|
2023
Q4 | $288K | Buy |
2,161
+301
| +16% | +$40.1K | 0.05% | 206 |
|
|
2023
Q3 | $224K | Buy |
+1,860
| New | +$224K | 0.07% | 225 |
|