Principal Street 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 | $545K | Buy |
4,572
+2,268
| +98% | +$271K | 0.05% | 187 |
|
|
2025
Q1 | $284K | Hold |
2,304
| – | – | 0.05% | 177 |
|
|
2024
Q4 | $262K | Hold |
2,304
| – | – | 0.05% | 184 |
|
|
2024
Q3 | $325K | Hold |
2,304
| – | – | 0.05% | 170 |
|
|
2024
Q2 | $325K | Sell |
2,304
-376
| -14% | -$53.1K | 0.06% | 170 |
|
|
2024
Q1 | $393K | Buy |
2,680
+376
| +16% | +$55.2K | 0.07% | 155 |
|
|
2023
Q4 | $307K | Sell |
2,304
-2,304
| -50% | -$307K | 0.07% | 159 |
|
|
2023
Q3 | $554K | Buy |
4,608
+2,304
| +100% | +$277K | 0.11% | 138 |
|
|
2023
Q2 | $220K | Hold |
2,304
| – | – | 0.05% | 202 |
|
|
2023
Q1 | $234K | Hold |
2,304
| – | – | 0.06% | 194 |
|
|
2022
Q4 | $240K | Buy |
+2,304
| New | +$240K | 0.06% | 201 |
|