Perennial Investment Advisors’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 | $209K | Buy |
1,751
+2
| +0.1% | +$238 | 0.02% | 433 |
|
|
2025
Q1 | $216K | Buy |
+1,749
| New | +$216K | 0.02% | 388 |
|
|
2024
Q4 | – | Sell |
-1,720
| Closed | -$226K | – | 417 |
|
|
2024
Q3 | $226K | Sell |
1,720
-35
| -2% | -$4.6K | 0.03% | 337 |
|
|
2024
Q2 | $248K | Sell |
1,755
-447
| -20% | -$63.1K | 0.04% | 305 |
|
|
2024
Q1 | $360K | Buy |
2,202
+95
| +5% | +$15.5K | 0.05% | 225 |
|
|
2023
Q4 | $280K | Sell |
2,107
-155
| -7% | -$20.6K | 0.05% | 253 |
|
|
2023
Q3 | $272K | Sell |
2,262
-505
| -18% | -$60.7K | 0.05% | 247 |
|
|
2023
Q2 | $264K | Buy |
2,767
+385
| +16% | +$36.7K | 0.05% | 265 |
|
|
2023
Q1 | $242K | Buy |
2,382
+165
| +7% | +$16.7K | 0.04% | 269 |
|
|
2022
Q4 | $231K | Buy |
+2,217
| New | +$231K | 0.09% | 180 |
|