ProVise Management Group’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 |
-2,333
| Closed | -$288K | – | 263 |
|
|
2025
Q1 | $288K | Buy |
2,333
+235
| +11% | +$29K | 0.02% | 211 |
|
|
2024
Q4 | $239K | Buy |
+2,098
| New | +$239K | 0.02% | 236 |
|
|
2020
Q1 | – | Sell |
-2,905
| Closed | -$324K | – | 294 |
|
|
2019
Q4 | $324K | Sell |
2,905
-316
| -10% | -$35.2K | 0.04% | 237 |
|
|
2019
Q3 | $330K | Buy |
+3,221
| New | +$330K | 0.04% | 237 |
|
|
2018
Q4 | – | Sell |
-1,871
| Closed | -$211K | – | 322 |
|
|
2018
Q3 | $211K | Buy |
+1,871
| New | +$211K | 0.03% | 301 |
|
|
2017
Q3 | – | Sell |
-2,571
| Closed | -$212K | – | 334 |
|
|
2017
Q2 | $212K | Buy |
+2,571
| New | +$212K | 0.03% | 302 |
|
|
2014
Q4 | – | Sell |
-2,487
| Closed | -$202K | – | 310 |
|
|
2014
Q3 | $202K | Sell |
2,487
-491
| -16% | -$39.9K | 0.04% | 284 |
|
|
2014
Q2 | $240K | Hold |
2,978
| – | – | 0.05% | 273 |
|
|
2014
Q1 | $230K | Sell |
2,978
-762
| -20% | -$58.9K | 0.06% | 267 |
|
|
2013
Q4 | $288K | Buy |
3,740
+62
| +2% | +$4.77K | 0.07% | 242 |
|
|
2013
Q3 | $213K | Buy |
+3,678
| New | +$213K | 0.06% | 274 |
|