PFW 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 | $2.21M | Sell |
18,557
-425
| -2% | -$50.7K | 0.68% | 35 |
|
|
2025
Q1 | $2.34M | Buy |
18,982
+87
| +0.5% | +$10.7K | 0.73% | 35 |
|
|
2024
Q4 | $2.15M | Buy |
+18,895
| New | +$2.15M | 0.66% | 37 |
|
|
2024
Q2 | $2.7M | Sell |
19,141
-1,413
| -7% | -$199K | 0.86% | 22 |
|
|
2024
Q1 | $3.36M | Sell |
20,554
-296
| -1% | -$48.3K | 1.03% | 20 |
|
|
2023
Q4 | $2.78M | Sell |
20,850
-29
| -0.1% | -$3.86K | 0.89% | 22 |
|
|
2023
Q3 | $2.51M | Hold |
20,879
| – | – | 0.89% | 20 |
|
|
2023
Q2 | $2.44M | Buy |
+20,879
| New | +$2.44M | 0.81% | 21 |
|
|
2019
Q3 | $2.46M | Buy |
+18,750
| New | +$2.46M | 0.75% | 29 |
|