Plato Investment Management’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 | $105K | Hold |
880
| – | – | 0.01% | 423 |
|
|
2025
Q1 | $110K | Hold |
880
| – | – | 0.01% | 418 |
|
|
2024
Q4 | $101K | Sell |
880
-1,447
| -62% | -$165K | 0.01% | 461 |
|
|
2024
Q3 | $306K | Sell |
2,327
-2,848
| -55% | -$374K | 0.02% | 353 |
|
|
2024
Q2 | $731K | Hold |
5,175
| – | – | 0.07% | 242 |
|
|
2024
Q1 | $845K | Buy |
5,175
+4,654
| +893% | +$760K | 0.09% | 220 |
|
|
2023
Q4 | $69.4K | Buy |
+521
| New | +$69.4K | 0.09% | 193 |
|