Patrick M. Sweeney & Associates’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 | $301K | Buy |
2,361
+397
| +20% | +$50.5K | 0.21% | 118 |
|
|
2025
Q1 | $243K | Buy |
1,964
+46
| +2% | +$5.68K | 0.18% | 134 |
|
|
2024
Q4 | $219K | Hold |
1,918
| – | – | 0.16% | 142 |
|
|
2024
Q3 | $252K | Sell |
1,918
-4
| -0.2% | -$526 | 0.19% | 131 |
|
|
2024
Q2 | $271K | Buy |
1,922
+1
| +0.1% | +$141 | 0.22% | 113 |
|
|
2024
Q1 | $314K | Buy |
1,921
+117
| +6% | +$19.1K | 0.26% | 94 |
|
|
2023
Q4 | $240K | Buy |
+1,804
| New | +$240K | 0.22% | 103 |
|