OFG
OmniStar Financial Group’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,170
| Closed | -$475K | – | 152 |
|
|
2024
Q4 | $475K | Sell |
4,170
-1,368
| -25% | -$156K | 0.38% | 92 |
|
|
2024
Q3 | $731K | Buy |
5,538
+1,195
| +28% | +$158K | 0.55% | 71 |
|
|
2024
Q2 | $613K | Buy |
4,343
+179
| +4% | +$25.3K | 0.56% | 73 |
|
|
2024
Q1 | $680K | Buy |
+4,164
| New | +$680K | 0.62% | 64 |
|
|
2020
Q1 | – | Sell |
-5,491
| Closed | -$612K | – | 328 |
|
|
2019
Q4 | $612K | Buy |
+5,491
| New | +$612K | 0.52% | 65 |
|