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