Red Tortoise LLC’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 | – | Sell |
-49
| Closed | -$6.05K | – | 639 |
|
|
2025
Q1 | $6.05K | Sell |
49
-7
| -13% | -$864 | ﹤0.01% | 315 |
|
|
2024
Q4 | $6.38K | Hold |
56
| – | – | ﹤0.01% | 319 |
|
|
2024
Q3 | $7.36K | Hold |
56
| – | – | ﹤0.01% | 303 |
|
|
2024
Q2 | $7.91K | Hold |
56
| – | – | ﹤0.01% | 282 |
|
|
2024
Q1 | $9.15K | Hold |
56
| – | – | 0.01% | 240 |
|
|
2023
Q4 | $7.46K | Buy |
+56
| New | +$7.46K | ﹤0.01% | 230 |
|
|
2023
Q2 | – | Sell |
-13
| Closed | -$1.32K | – | 615 |
|
|
2023
Q1 | $1.32K | Buy |
+13
| New | +$1.32K | ﹤0.01% | 513 |
|