Pallas Capital Advisors’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 | $616K | Buy |
5,168
+1,502
| +41% | +$179K | 0.02% | 440 |
|
|
2025
Q1 | $453K | Buy |
3,666
+1,419
| +63% | +$175K | 0.02% | 496 |
|
|
2024
Q4 | $256K | Sell |
2,247
-37
| -2% | -$4.22K | 0.01% | 506 |
|
|
2024
Q3 | $294K | Buy |
2,284
+289
| +14% | +$37.1K | 0.01% | 476 |
|
|
2024
Q2 | $275K | Sell |
1,995
-68
| -3% | -$9.36K | 0.01% | 422 |
|
|
2024
Q1 | $337K | Buy |
2,063
+90
| +5% | +$14.7K | 0.01% | 344 |
|
|
2023
Q4 | $263K | Sell |
1,973
-58
| -3% | -$7.72K | 0.01% | 330 |
|
|
2023
Q3 | $228K | Buy |
+2,031
| New | +$228K | 0.01% | 318 |
|