Patron 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 | $467K | Sell |
3,917
-475
| -11% | -$56.7K | 0.23% | 114 |
|
|
2025
Q1 | $542K | Sell |
4,392
-19
| -0.4% | -$2.35K | 0.29% | 99 |
|
|
2024
Q4 | $503K | Hold |
4,411
| – | – | 0.27% | 101 |
|
|
2024
Q3 | $580K | Sell |
4,411
-29
| -0.7% | -$3.81K | 0.32% | 90 |
|
|
2024
Q2 | $627K | Sell |
4,440
-60
| -1% | -$8.47K | 0.37% | 75 |
|
|
2024
Q1 | $735K | Sell |
4,500
-210
| -4% | -$34.3K | 0.45% | 61 |
|
|
2023
Q4 | $627K | Sell |
4,710
-53
| -1% | -$7.06K | 0.42% | 67 |
|
|
2023
Q3 | $572K | Sell |
4,763
-187
| -4% | -$22.5K | 0.42% | 65 |
|
|
2023
Q2 | $472K | Sell |
4,950
-352
| -7% | -$33.6K | 0.33% | 87 |
|
|
2023
Q1 | $538K | Sell |
5,302
-549
| -9% | -$55.7K | 0.4% | 67 |
|
|
2022
Q4 | $609K | Buy |
5,851
+50
| +0.9% | +$5.2K | 0.46% | 64 |
|
|
2022
Q3 | $468K | Buy |
5,801
+357
| +7% | +$28.8K | 0.39% | 73 |
|
|
2022
Q2 | $446K | Buy |
5,444
+125
| +2% | +$10.2K | 0.35% | 76 |
|
|
2022
Q1 | $459K | Sell |
5,319
-884
| -14% | -$76.3K | 0.31% | 84 |
|
|
2021
Q4 | $449K | Hold |
6,203
| – | – | 0.29% | 93 |
|
|
2021
Q3 | $434K | Buy |
6,203
+47
| +0.8% | +$3.29K | 0.32% | 91 |
|
|
2021
Q2 | $528K | Buy |
6,156
+630
| +11% | +$54K | 0.4% | 74 |
|
|
2021
Q1 | $450K | Sell |
5,526
-185
| -3% | -$15.1K | 0.38% | 79 |
|
|
2020
Q4 | $399K | Buy |
+5,711
| New | +$399K | 0.39% | 72 |
|