Raleigh 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
Q1 | – | Sell |
-523
| Closed | -$59.6K | – | 921 |
|
|
2024
Q4 | $59.6K | Buy |
523
+361
| +223% | +$41.1K | 0.02% | 297 |
|
|
2024
Q3 | $21.3K | Buy |
162
+2
| +1% | +$263 | 0.01% | 426 |
|
|
2024
Q2 | $22.5K | Sell |
160
-4
| -2% | -$563 | 0.01% | 415 |
|
|
2024
Q1 | $26.8K | Sell |
164
-58
| -26% | -$9.47K | 0.01% | 387 |
|
|
2023
Q4 | $29.5K | Buy |
222
+51
| +30% | +$6.77K | 0.01% | 365 |
|
|
2023
Q3 | $20.5K | Hold |
171
| – | – | 0.01% | 390 |
|
|
2023
Q2 | $16.3K | Buy |
171
+30
| +21% | +$2.86K | 0.01% | 413 |
|
|
2023
Q1 | $14.3K | Buy |
141
+34
| +32% | +$3.44K | 0.01% | 430 |
|
|
2022
Q4 | $11.1K | Buy |
107
+71
| +197% | +$7.36K | 0.01% | 412 |
|
|
2022
Q3 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 606 |
|