RCIM
Red Cedar Investment Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Hold |
11,596
| – | – | 0.17% | 66 |
|
|
2025
Q1 | $1.43M | Hold |
11,596
| – | – | 0.2% | 62 |
|
|
2024
Q4 | $1.32M | Hold |
11,596
| – | – | 0.17% | 63 |
|
|
2024
Q3 | $2.58M | Hold |
11,596
| – | – | 0.33% | 46 |
|
|
2024
Q2 | $1.64M | Sell |
11,596
-12,276
| -51% | -$1.73M | 0.22% | 49 |
|
|
2024
Q1 | $3.9M | Buy |
23,872
+16,424
| +221% | +$2.68M | 0.49% | 35 |
|
|
2023
Q4 | $992K | Buy |
+7,448
| New | +$992K | 0.14% | 66 |
|