Principal Securities’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 | $1.41M | Sell |
11,782
-4,957
| -30% | -$591K | 0.03% | 513 |
|
|
2025
Q1 | $1.91M | Hold |
16,739
| – | – | 0.04% | 373 |
|
|
2024
Q4 | $1.91M | Buy |
16,739
+484
| +3% | +$55.1K | 0.04% | 371 |
|
|
2024
Q3 | $2.14M | Sell |
16,255
-178
| -1% | -$23.4K | 0.05% | 321 |
|
|
2024
Q2 | $2.32M | Sell |
16,433
-577
| -3% | -$81.5K | 0.06% | 275 |
|
|
2024
Q1 | $2.78M | Buy |
17,010
+915
| +6% | +$149K | 0.09% | 218 |
|
|
2023
Q4 | $2.14M | Buy |
+16,095
| New | +$2.14M | 0.08% | 237 |
|