NovaPoint Capital’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 | – | Sell |
-1,767
| Closed | -$218K | – | 120 |
|
|
2025
Q1 | $218K | Buy |
+1,767
| New | +$218K | 0.07% | 133 |
|
|
2024
Q4 | – | Sell |
-1,721
| Closed | -$226K | – | 132 |
|
|
2024
Q3 | $226K | Sell |
1,721
-5
| -0.3% | -$657 | 0.07% | 125 |
|
|
2024
Q2 | $244K | Sell |
1,726
-5
| -0.3% | -$706 | 0.08% | 122 |
|
|
2024
Q1 | $283K | Buy |
1,731
+5
| +0.3% | +$817 | 0.1% | 112 |
|
|
2023
Q4 | $230K | Buy |
1,726
+5
| +0.3% | +$666 | 0.09% | 123 |
|
|
2023
Q3 | $207K | Buy |
+1,721
| New | +$207K | 0.08% | 128 |
|
|
2020
Q1 | – | Sell |
-2,071
| Closed | -$231K | – | 101 |
|
|
2019
Q4 | $231K | Buy |
+2,071
| New | +$231K | 0.18% | 98 |
|