Oak Thistle LLC’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 | $1.76M | Sell |
14,756
-7,776
| -35% | -$928K | 0.26% | 136 |
|
|
2025
Q1 | $2.78M | Buy |
22,532
+15,496
| +220% | +$1.91M | 0.56% | 41 |
|
|
2024
Q4 | $802K | Buy |
+7,036
| New | +$802K | 0.24% | 165 |
|
|
2023
Q2 | – | Sell |
-2,657
| Closed | -$269K | – | 512 |
|
|
2023
Q1 | $269K | Buy |
+2,657
| New | +$269K | 0.16% | 280 |
|
|
2022
Q2 | – | Sell |
-3,015
| Closed | -$260K | – | 363 |
|
|
2022
Q1 | $260K | Sell |
3,015
-1,711
| -36% | -$148K | 0.14% | 295 |
|
|
2021
Q4 | $343K | Buy |
+4,726
| New | +$343K | 0.27% | 167 |
|