Prosperity Capital Advisors’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 | $503K | Sell |
4,218
-417
| -9% | -$49.7K | 0.05% | 174 |
|
|
2025
Q1 | $576K | Buy |
4,635
+402
| +9% | +$50K | 0.05% | 218 |
|
|
2024
Q4 | $482K | Sell |
4,233
-27,351
| -87% | -$3.12M | 0.04% | 225 |
|
|
2024
Q3 | $4.15M | Sell |
31,584
-643
| -2% | -$84.5K | 0.35% | 56 |
|
|
2024
Q2 | $4.55M | Sell |
32,227
-6,325
| -16% | -$893K | 0.5% | 35 |
|
|
2024
Q1 | $6.3M | Buy |
38,552
+1,171
| +3% | +$191K | 0.75% | 24 |
|
|
2023
Q4 | $4.98M | Buy |
37,381
+3,899
| +12% | +$519K | 0.54% | 29 |
|
|
2023
Q3 | $4.02M | Buy |
+33,482
| New | +$4.02M | 0.53% | 29 |
|