Radnor Capital Management’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 | $220K | Hold |
1,842
| – | – | 0.04% | 307 |
|
|
2025
Q1 | $227K | Hold |
1,842
| – | – | 0.04% | 296 |
|
|
2024
Q4 | $210K | Sell |
1,842
-300
| -14% | -$34.2K | 0.04% | 303 |
|
|
2024
Q3 | $282K | Buy |
+2,142
| New | +$282K | 0.04% | 293 |
|
|
2024
Q2 | – | Sell |
-1,552
| Closed | -$254K | – | 270 |
|
|
2024
Q1 | $254K | Hold |
1,552
| – | – | 0.04% | 290 |
|
|
2023
Q4 | $207K | Buy |
+1,552
| New | +$207K | 0.04% | 307 |
|