ORG 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 | $118K | Sell |
958
-92
| -9% | -$11.3K | 0.03% | 402 |
|
|
2025
Q1 | $131K | Buy |
1,050
+162
| +18% | +$20.1K | 0.03% | 335 |
|
|
2024
Q4 | $101K | Hold |
888
| – | – | 0.01% | 422 |
|
|
2024
Q3 | $117K | Sell |
888
-490
| -36% | -$64.4K | 0.02% | 361 |
|
|
2024
Q2 | $194K | Buy |
+1,378
| New | +$194K | 0.02% | 435 |
|
|
2024
Q1 | – | Sell |
-941
| Closed | -$125K | – | 952 |
|
|
2023
Q4 | $125K | Buy |
941
+53
| +6% | +$7.06K | 0.02% | 367 |
|
|
2023
Q3 | $107K | Sell |
888
-42
| -5% | -$5.05K | 0.03% | 392 |
|
|
2023
Q2 | $88.9K | Buy |
+930
| New | +$88.9K | 0.01% | 552 |
|