Pettyjohn Wood & White’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 | $222K | Hold |
1,863
| – | – | 0.04% | 186 |
|
|
2025
Q1 | $230K | Sell |
1,863
-226
| -11% | -$27.9K | 0.04% | 173 |
|
|
2024
Q4 | $238K | Hold |
2,089
| – | – | 0.04% | 184 |
|
|
2024
Q3 | $275K | Hold |
2,089
| – | – | 0.05% | 172 |
|
|
2024
Q2 | $295K | Sell |
2,089
-24
| -1% | -$3.39K | 0.06% | 165 |
|
|
2024
Q1 | $345K | Sell |
2,113
-25
| -1% | -$4.08K | 0.07% | 149 |
|
|
2023
Q4 | $285K | Sell |
2,138
-597
| -22% | -$79.5K | 0.06% | 160 |
|
|
2023
Q3 | $329K | Buy |
+2,735
| New | +$329K | 0.08% | 145 |
|
|
2020
Q1 | – | Sell |
-2,092
| Closed | -$233K | – | 143 |
|
|
2019
Q4 | $233K | Sell |
2,092
-107
| -5% | -$11.9K | 0.07% | 142 |
|
|
2019
Q3 | $225K | Hold |
2,199
| – | – | 0.07% | 144 |
|
|
2019
Q2 | $206K | Buy |
+2,199
| New | +$206K | 0.06% | 143 |
|