Outfitter Financial’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,000
| Closed | -$456K | – | 82 |
|
|
2024
Q4 | $456K | Hold |
4,000
| – | – | 0.36% | 74 |
|
|
2024
Q3 | $526K | Hold |
4,000
| – | – | 0.43% | 68 |
|
|
2024
Q2 | $565K | Sell |
4,000
-1,500
| -27% | -$212K | 0.47% | 66 |
|
|
2024
Q1 | $898K | Hold |
5,500
| – | – | 0.74% | 47 |
|
|
2023
Q4 | $732K | Hold |
5,500
| – | – | 0.64% | 55 |
|
|
2023
Q3 | $661K | Hold |
5,500
| – | – | 0.62% | 62 |
|
|
2023
Q2 | $525K | Hold |
5,500
| – | – | 0.47% | 66 |
|
|
2023
Q1 | $558K | Hold |
5,500
| – | – | 0.5% | 65 |
|
|
2022
Q4 | $572K | Hold |
5,500
| – | – | 0.52% | 64 |
|
|
2022
Q3 | $444K | Hold |
5,500
| – | – | 0.43% | 68 |
|
|
2022
Q2 | $451K | Hold |
5,500
| – | – | 0.41% | 70 |
|
|
2022
Q1 | $475K | Hold |
5,500
| – | – | 0.36% | 71 |
|
|
2021
Q4 | $399K | Hold |
5,500
| – | – | 0.29% | 79 |
|
|
2021
Q3 | $385K | Hold |
5,500
| – | – | 0.3% | 82 |
|
|
2021
Q2 | $472K | Hold |
5,500
| – | – | 0.36% | 81 |
|
|
2021
Q1 | $448K | Hold |
5,500
| – | – | 0.37% | 81 |
|
|
2020
Q4 | $385K | Buy |
+5,500
| New | +$385K | 0.37% | 79 |
|