PSI Advisors’s Phillips 66 PSX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-69
| Closed | -$8.52K | – | 542 |
|
2025
Q1 | $8.52K | Hold |
69
| – | – | ﹤0.01% | 469 |
|
2024
Q4 | $7.86K | Hold |
69
| – | – | ﹤0.01% | 563 |
|
2024
Q3 | $9.07K | Hold |
69
| – | – | ﹤0.01% | 553 |
|
2024
Q2 | $9.74K | Sell |
69
-25
| -27% | -$3.53K | ﹤0.01% | 521 |
|
2024
Q1 | $15.4K | Sell |
94
-36
| -28% | -$5.88K | 0.01% | 429 |
|
2023
Q4 | $17.3K | Buy |
130
+55
| +73% | +$7.32K | 0.01% | 436 |
|
2023
Q3 | $9.01K | Sell |
75
-6
| -7% | -$721 | ﹤0.01% | 516 |
|
2023
Q2 | $7.73K | Buy |
81
+12
| +17% | +$1.15K | ﹤0.01% | 528 |
|
2023
Q1 | $7K | Sell |
69
-123
| -64% | -$12.5K | ﹤0.01% | 491 |
|
2022
Q4 | $20K | Hold |
192
| – | – | 0.01% | 319 |
|
2022
Q3 | $15K | Buy |
192
+63
| +49% | +$4.92K | 0.01% | 369 |
|
2022
Q2 | $11K | Hold |
129
| – | – | 0.01% | 447 |
|
2022
Q1 | $11K | Hold |
129
| – | – | ﹤0.01% | 459 |
|
2021
Q4 | $9K | Buy |
129
+6
| +5% | +$419 | ﹤0.01% | 525 |
|
2021
Q3 | $9K | Buy |
+123
| New | +$9K | ﹤0.01% | 511 |
|
2020
Q1 | – | Sell |
-178
| Closed | -$19K | – | 463 |
|
2019
Q4 | $19K | Buy |
+178
| New | +$19K | 0.01% | 391 |
|