PFG Investments’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 | $1.9M | Buy |
15,948
+301
| +2% | +$35.9K | 0.11% | 174 |
|
|
2025
Q1 | $1.93M | Buy |
15,647
+343
| +2% | +$42.4K | 0.12% | 165 |
|
|
2024
Q4 | $1.74M | Buy |
15,304
+763
| +5% | +$86.9K | 0.11% | 181 |
|
|
2024
Q3 | $1.91M | Sell |
14,541
-589
| -4% | -$77.4K | 0.12% | 165 |
|
|
2024
Q2 | $2.14M | Buy |
15,130
+940
| +7% | +$133K | 0.15% | 135 |
|
|
2024
Q1 | $2.32M | Buy |
14,190
+11,223
| +378% | +$1.83M | 0.14% | 163 |
|
|
2023
Q4 | $395K | Sell |
2,967
-530
| -15% | -$70.6K | 0.07% | 293 |
|
|
2023
Q3 | $420K | Sell |
3,497
-232
| -6% | -$27.9K | 0.08% | 265 |
|
|
2023
Q2 | $356K | Sell |
3,729
-103
| -3% | -$9.82K | 0.06% | 333 |
|
|
2023
Q1 | $389K | Buy |
+3,832
| New | +$389K | 0.08% | 287 |
|