Pathstone Holdings’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 | $7.67M | Sell |
64,314
-19,350
| -23% | -$2.31M | 0.03% | 409 |
|
|
2025
Q1 | $10.3M | Buy |
83,664
+28,009
| +50% | +$3.46M | 0.04% | 329 |
|
|
2024
Q4 | $6.35M | Buy |
55,655
+1,793
| +3% | +$205K | 0.03% | 464 |
|
|
2024
Q3 | $7.08M | Sell |
53,862
-9,350
| -15% | -$1.23M | 0.03% | 438 |
|
|
2024
Q2 | $8.92M | Buy |
63,212
+9,726
| +18% | +$1.37M | 0.04% | 334 |
|
|
2024
Q1 | $8.74M | Buy |
53,486
+1,355
| +3% | +$221K | 0.04% | 333 |
|
|
2023
Q4 | $6.94M | Buy |
+52,131
| New | +$6.94M | 0.04% | 346 |
|