Retirement Investment Advisors’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 | $798K | Hold |
6,687
| – | – | 0.07% | 32 |
|
|
2025
Q1 | $826K | Sell |
6,687
-7
| -0.1% | -$864 | 0.08% | 31 |
|
|
2024
Q4 | $763K | Buy |
6,694
+7
| +0.1% | +$798 | 0.08% | 32 |
|
|
2024
Q3 | $879K | Hold |
6,687
| – | – | 0.1% | 29 |
|
|
2024
Q2 | $944K | Buy |
+6,687
| New | +$944K | 0.11% | 29 |
|
|
2023
Q4 | $894K | Sell |
6,711
-6,791
| -50% | -$904K | 0.13% | 29 |
|
|
2023
Q3 | $1.62M | Buy |
13,502
+1,926
| +17% | +$231K | 0.15% | 25 |
|
|
2023
Q2 | $1.1M | Buy |
11,576
+315
| +3% | +$30K | 0.13% | 29 |
|
|
2023
Q1 | $1.14M | Buy |
11,261
+1,006
| +10% | +$102K | 0.2% | 27 |
|
|
2022
Q4 | $1.07M | Buy |
+10,255
| New | +$1.07M | 0.69% | 23 |
|