Portman Square Capital’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 | $785K | Buy |
6,584
+2,946
| +81% | +$351K | 0.02% | 32 |
|
|
2025
Q1 | $449K | Buy |
+3,638
| New | +$449K | 0.01% | 51 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 169 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 177 |
|
|
2023
Q3 | – | Sell |
-7,117
| Closed | -$679K | – | 182 |
|
|
2023
Q2 | $679K | Sell |
7,117
-6,587
| -48% | -$628K | 0.02% | 83 |
|
|
2023
Q1 | $1.39M | Buy |
+13,704
| New | +$1.39M | 0.06% | 47 |
|