Proficio Capital 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 | – | Sell |
-1,708
| Closed | -$211K | – | 466 |
|
|
2025
Q1 | $211K | Buy |
+1,708
| New | +$211K | 0.02% | 361 |
|
|
2019
Q3 | – | Sell |
-383
| Closed | -$36K | – | 1182 |
|
|
2019
Q2 | $36K | Sell |
383
-30
| -7% | -$2.82K | 0.01% | 486 |
|
|
2019
Q1 | $39K | Sell |
413
-21
| -5% | -$1.98K | 0.01% | 425 |
|
|
2018
Q4 | $37K | Buy |
434
+137
| +46% | +$11.7K | 0.02% | 374 |
|
|
2018
Q3 | $33K | Sell |
297
-12
| -4% | -$1.33K | 0.01% | 452 |
|
|
2018
Q2 | $35K | Sell |
309
-10
| -3% | -$1.13K | 0.01% | 447 |
|
|
2018
Q1 | $31K | Buy |
319
+53
| +20% | +$5.15K | 0.01% | 466 |
|
|
2017
Q4 | $27K | Buy |
266
+7
| +3% | +$711 | 0.01% | 496 |
|
|
2017
Q3 | $24K | Sell |
259
-6
| -2% | -$556 | 0.01% | 544 |
|
|
2017
Q2 | $23K | Sell |
265
-16
| -6% | -$1.39K | 0.01% | 569 |
|
|
2017
Q1 | $22K | Buy |
281
+266
| +1,773% | +$20.8K | 0.01% | 587 |
|
|
2016
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 1047 |
|
|
2016
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 1005 |
|
|
2016
Q2 | $1K | Sell |
15
-43
| -74% | -$2.87K | ﹤0.01% | 935 |
|
|
2016
Q1 | $5K | Sell |
58
-112
| -66% | -$9.66K | ﹤0.01% | 528 |
|
|
2015
Q4 | $14K | Buy |
+170
| New | +$14K | 0.01% | 233 |
|