Purkiss 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
$507K Buy
4,248
+1,990
+88% +$237K 0.28% 75
2025
Q1
$279K Buy
2,258
+218
+11% +$26.9K 0.21% 79
2024
Q4
$232K Buy
+2,040
New +$232K 0.2% 86