&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 | $34.8M | Buy |
291,716
+32,098
| +12% | +$3.83M | 0.27% | 86 |
|
|
2025
Q1 | $31.6M | Sell |
259,618
-25,858
| -9% | -$3.15M | 0.34% | 62 |
|
|
2024
Q4 | $33M | Buy |
285,476
+97,518
| +52% | +$11.3M | 0.4% | 55 |
|
|
2024
Q3 | $24.7M | Buy |
187,958
+119,485
| +174% | +$15.7M | 0.48% | 42 |
|
|
2024
Q2 | $9.65M | Buy |
68,473
+63,730
| +1,344% | +$8.98M | 0.42% | 56 |
|
|
2024
Q1 | $775K | Sell |
4,743
-1,687
| -26% | -$276K | 0.11% | 192 |
|
|
2023
Q4 | $857K | Buy |
+6,430
| New | +$857K | 0.21% | 109 |
|