Pacifica 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 | $32.3K | Hold |
271
| – | – | 0.01% | 229 |
|
|
2025
Q1 | $29K | Buy |
271
+20
| +8% | +$2.14K | 0.01% | 229 |
|
|
2024
Q4 | $28.7K | Sell |
251
-4
| -2% | -$458 | 0.01% | 239 |
|
|
2024
Q3 | $33.5K | Sell |
255
-10
| -4% | -$1.32K | 0.01% | 245 |
|
|
2024
Q2 | $37.2K | Sell |
265
-44
| -14% | -$6.18K | 0.02% | 236 |
|
|
2024
Q1 | $48.3K | Hold |
309
| – | – | 0.02% | 218 |
|
|
2023
Q4 | $39.5K | Sell |
309
-15
| -5% | -$1.92K | 0.02% | 226 |
|
|
2023
Q3 | $35.5K | Buy |
324
+75
| +30% | +$8.21K | 0.02% | 218 |
|
|
2023
Q2 | $23.9K | Sell |
249
-55
| -18% | -$5.29K | 0.01% | 229 |
|
|
2023
Q1 | $31.1K | Sell |
304
-10
| -3% | -$1.02K | 0.02% | 217 |
|
|
2022
Q4 | $32.9K | Hold |
314
| – | – | 0.02% | 193 |
|
|
2022
Q3 | $26K | Sell |
314
-12
| -4% | -$994 | 0.02% | 210 |
|
|
2022
Q2 | $29K | Sell |
326
-350
| -52% | -$31.1K | 0.02% | 209 |
|
|
2022
Q1 | $57K | Hold |
676
| – | – | 0.04% | 169 |
|
|
2021
Q4 | $56K | Hold |
676
| – | – | 0.04% | 167 |
|
|
2021
Q3 | $46K | Hold |
676
| – | – | 0.03% | 162 |
|
|
2021
Q2 | $59K | Buy |
676
+30
| +5% | +$2.62K | 0.04% | 143 |
|
|
2021
Q1 | $53K | Sell |
646
-40
| -6% | -$3.28K | 0.04% | 136 |
|
|
2020
Q4 | $48K | Buy |
686
+150
| +28% | +$10.5K | 0.05% | 131 |
|
|
2020
Q3 | $28K | Hold |
536
| – | – | 0.03% | 150 |
|
|
2020
Q2 | $37K | Sell |
536
-335
| -38% | -$23.1K | 0.04% | 143 |
|
|
2020
Q1 | $51K | Buy |
871
+25
| +3% | +$1.46K | 0.06% | 117 |
|
|
2019
Q4 | $94K | Buy |
+846
| New | +$94K | 0.09% | 100 |
|