Pineridge 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 | $4.14K | Buy |
35
+10
| +40% | +$1.18K | ﹤0.01% | 334 |
|
|
2025
Q1 | $3.14K | Sell |
25
-61
| -71% | -$7.67K | ﹤0.01% | 366 |
|
|
2024
Q4 | $9.78K | Buy |
86
+1
| +1% | +$114 | ﹤0.01% | 305 |
|
|
2024
Q3 | $11.2K | Hold |
85
| – | – | ﹤0.01% | 270 |
|
|
2024
Q2 | $12K | Hold |
85
| – | – | ﹤0.01% | 263 |
|
|
2024
Q1 | $13.9K | Sell |
85
-41
| -33% | -$6.71K | ﹤0.01% | 260 |
|
|
2023
Q4 | $16.7K | Buy |
+126
| New | +$16.7K | 0.01% | 297 |
|