Pure Financial 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 | $271K | Buy |
2,268
+273
| +14% | +$32.6K | ﹤0.01% | 400 |
|
|
2025
Q1 | $246K | Buy |
1,995
+173
| +9% | +$21.4K | 0.01% | 343 |
|
|
2024
Q4 | $208K | Buy |
1,822
+17
| +0.9% | +$1.94K | ﹤0.01% | 336 |
|
|
2024
Q3 | $237K | Buy |
1,805
+279
| +18% | +$36.7K | 0.01% | 299 |
|
|
2024
Q2 | $215K | Sell |
1,526
-56
| -4% | -$7.91K | 0.01% | 298 |
|
|
2024
Q1 | $258K | Buy |
+1,582
| New | +$258K | 0.01% | 269 |
|