PrairieView Partners’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 | $45K | Hold |
383
| – | – | ﹤0.01% | 198 |
|
|
2025
Q1 | $47K | Hold |
383
| – | – | ﹤0.01% | 195 |
|
|
2024
Q4 | $43K | Hold |
383
| – | – | ﹤0.01% | 205 |
|
|
2024
Q3 | $50K | Hold |
383
| – | – | 0.01% | 196 |
|
|
2024
Q2 | $54K | Hold |
383
| – | – | 0.01% | 197 |
|
|
2024
Q1 | $63K | Hold |
383
| – | – | 0.01% | 169 |
|
|
2023
Q4 | $51K | Hold |
383
| – | – | 0.01% | 180 |
|
|
2023
Q3 | $46K | Sell |
383
-13
| -3% | -$1.56K | 0.01% | 185 |
|
|
2023
Q2 | $37K | Hold |
396
| – | – | ﹤0.01% | 214 |
|
|
2023
Q1 | $40K | Hold |
396
| – | – | 0.01% | 197 |
|
|
2022
Q4 | $41K | Hold |
396
| – | – | 0.01% | 208 |
|
|
2022
Q3 | $32K | Sell |
396
-75
| -16% | -$6.06K | 0.01% | 214 |
|
|
2022
Q2 | $39K | Hold |
471
| – | – | 0.01% | 210 |
|
|
2022
Q1 | $41K | Buy |
471
+13
| +3% | +$1.13K | 0.01% | 220 |
|
|
2021
Q4 | $33K | Hold |
458
| – | – | ﹤0.01% | 254 |
|
|
2021
Q3 | $32K | Buy |
458
+132
| +40% | +$9.22K | ﹤0.01% | 204 |
|
|
2021
Q2 | $28K | Hold |
326
| – | – | ﹤0.01% | 205 |
|
|
2021
Q1 | $27K | Buy |
326
+75
| +30% | +$6.21K | ﹤0.01% | 204 |
|
|
2020
Q4 | $18K | Hold |
251
| – | – | ﹤0.01% | 213 |
|
|
2020
Q3 | $13K | Hold |
251
| – | – | ﹤0.01% | 224 |
|
|
2020
Q2 | $18K | Hold |
251
| – | – | ﹤0.01% | 203 |
|
|
2020
Q1 | $13K | Buy |
+251
| New | +$13K | ﹤0.01% | 206 |
|