Per Stirling Capital Management’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 | $205K | Buy |
1,717
+6
| +0.4% | +$716 | 0.03% | 270 |
|
|
2025
Q1 | $211K | Buy |
+1,711
| New | +$211K | 0.03% | 250 |
|
|
2024
Q4 | – | Sell |
-1,701
| Closed | -$224K | – | 270 |
|
|
2024
Q3 | $224K | Buy |
1,701
+4
| +0.2% | +$526 | 0.03% | 241 |
|
|
2024
Q2 | $240K | Sell |
1,697
-149
| -8% | -$21K | 0.04% | 220 |
|
|
2024
Q1 | $302K | Buy |
1,846
+157
| +9% | +$25.7K | 0.05% | 190 |
|
|
2023
Q4 | $225K | Buy |
1,689
+5
| +0.3% | +$666 | 0.04% | 193 |
|
|
2023
Q3 | $202K | Buy |
+1,684
| New | +$202K | 0.04% | 189 |
|