PDS Planning’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 | $468K | Buy |
3,924
+503
| +15% | +$60K | 0.03% | 253 |
|
|
2025
Q1 | $422K | Buy |
3,421
+338
| +11% | +$41.7K | 0.04% | 240 |
|
|
2024
Q4 | $351K | Sell |
3,083
-86
| -3% | -$9.8K | 0.03% | 256 |
|
|
2024
Q3 | $417K | Buy |
3,169
+55
| +2% | +$7.23K | 0.04% | 224 |
|
|
2024
Q2 | $440K | Sell |
3,114
-1
| -0% | -$141 | 0.04% | 190 |
|
|
2024
Q1 | $509K | Buy |
3,115
+83
| +3% | +$13.6K | 0.05% | 158 |
|
|
2023
Q4 | $404K | Buy |
3,032
+3
| +0.1% | +$399 | 0.05% | 175 |
|
|
2023
Q3 | $364K | Buy |
3,029
+47
| +2% | +$5.65K | 0.05% | 182 |
|
|
2023
Q2 | $284K | Buy |
2,982
+155
| +5% | +$14.8K | 0.04% | 228 |
|
|
2023
Q1 | $287K | Sell |
2,827
-936
| -25% | -$94.9K | 0.04% | 207 |
|
|
2022
Q4 | $392K | Buy |
3,763
+4
| +0.1% | +$416 | 0.06% | 122 |
|
|
2022
Q3 | $303K | Sell |
3,759
-30
| -0.8% | -$2.42K | 0.06% | 131 |
|
|
2022
Q2 | $311K | Buy |
3,789
+370
| +11% | +$30.4K | 0.06% | 133 |
|
|
2022
Q1 | $295K | Buy |
3,419
+170
| +5% | +$14.7K | 0.05% | 149 |
|
|
2021
Q4 | $235K | Buy |
3,249
+3
| +0.1% | +$217 | 0.05% | 166 |
|
|
2021
Q3 | $227K | Sell |
3,246
-1,004
| -24% | -$70.2K | 0.05% | 170 |
|
|
2021
Q2 | $365K | Buy |
4,250
+34
| +0.8% | +$2.92K | 0.09% | 110 |
|
|
2021
Q1 | $344K | Sell |
4,216
-209
| -5% | -$17.1K | 0.1% | 108 |
|
|
2020
Q4 | $309K | Sell |
4,425
-247
| -5% | -$17.2K | 0.11% | 104 |
|
|
2020
Q3 | $242K | Sell |
4,672
-3
| -0.1% | -$155 | 0.1% | 113 |
|
|
2020
Q2 | $336K | Buy |
4,675
+425
| +10% | +$30.5K | 0.15% | 86 |
|
|
2020
Q1 | $228K | Buy |
4,250
+39
| +0.9% | +$2.09K | 0.15% | 85 |
|
|
2019
Q4 | $469K | Buy |
4,211
+1,374
| +48% | +$153K | 0.3% | 51 |
|
|
2019
Q3 | $291K | Buy |
2,837
+3
| +0.1% | +$308 | 0.2% | 70 |
|
|
2019
Q2 | $265K | Buy |
2,834
+96
| +4% | +$8.98K | 0.2% | 68 |
|
|
2019
Q1 | $261K | Sell |
2,738
-91
| -3% | -$8.68K | 0.2% | 66 |
|
|
2018
Q4 | $244K | Sell |
2,829
-50
| -2% | -$4.31K | 0.21% | 64 |
|
|
2018
Q3 | $325K | Buy |
2,879
+91
| +3% | +$10.3K | 0.28% | 55 |
|
|
2018
Q2 | $313K | Buy |
2,788
+1
| +0% | +$112 | 0.31% | 50 |
|
|
2018
Q1 | $267K | Sell |
2,787
-16
| -0.6% | -$1.53K | 0.27% | 53 |
|
|
2017
Q4 | $284K | Buy |
+2,803
| New | +$284K | 0.29% | 53 |
|