Red Door Wealth 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 | $269K | Buy |
2,252
+56
| +3% | +$6.68K | 0.03% | 226 |
|
|
2025
Q1 | $271K | Sell |
2,196
-83
| -4% | -$10.2K | 0.04% | 193 |
|
|
2024
Q4 | $260K | Buy |
2,279
+316
| +16% | +$36K | 0.04% | 195 |
|
|
2024
Q3 | $258K | Buy |
1,963
+150
| +8% | +$19.7K | 0.04% | 187 |
|
|
2024
Q2 | $256K | Sell |
1,813
-182
| -9% | -$25.7K | 0.05% | 168 |
|
|
2024
Q1 | $326K | Buy |
+1,995
| New | +$326K | 0.06% | 152 |
|
|
2021
Q3 | – | Sell |
-325
| Closed | -$27K | – | 487 |
|
|
2021
Q2 | $27K | Buy |
+325
| New | +$27K | 0.01% | 313 |
|
|
2020
Q3 | – | Sell |
-13
| Closed | – | – | 331 |
|
|
2020
Q2 | $0 | Hold |
13
| – | – | ﹤0.01% | 479 |
|
|
2020
Q1 | $0 | Buy |
+13
| New | – | ﹤0.01% | 441 |
|