Retirement Planning Company of New England’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 | $786K | Buy |
6,590
+281
| +4% | +$33.5K | 0.35% | 86 |
|
|
2025
Q1 | $779K | Buy |
6,309
+103
| +2% | +$12.7K | 0.39% | 77 |
|
|
2024
Q4 | $707K | Buy |
6,206
+322
| +5% | +$36.7K | 0.34% | 82 |
|
|
2024
Q3 | $773K | Sell |
5,884
-92
| -2% | -$12.1K | 0.39% | 81 |
|
|
2024
Q2 | $844K | Buy |
5,976
+263
| +5% | +$37.1K | 0.46% | 63 |
|
|
2024
Q1 | $933K | Sell |
5,713
-152
| -3% | -$24.8K | 0.51% | 58 |
|
|
2023
Q4 | $781K | Buy |
5,865
+224
| +4% | +$29.8K | 0.35% | 86 |
|
|
2023
Q3 | $678K | Sell |
5,641
-488
| -8% | -$58.6K | 0.38% | 84 |
|
|
2023
Q2 | $585K | Buy |
6,129
+14
| +0.2% | +$1.34K | 0.34% | 95 |
|
|
2023
Q1 | $620K | Buy |
6,115
+17
| +0.3% | +$1.72K | 0.38% | 89 |
|
|
2022
Q4 | $635K | Sell |
6,098
-1,310
| -18% | -$136K | 0.41% | 81 |
|
|
2022
Q3 | $598K | Buy |
7,408
+9
| +0.1% | +$727 | 0.43% | 77 |
|
|
2022
Q2 | $606K | Sell |
7,399
-10
| -0.1% | -$819 | 0.41% | 78 |
|
|
2022
Q1 | $640K | Buy |
7,409
+54
| +0.7% | +$4.67K | 0.36% | 88 |
|
|
2021
Q4 | $532K | Buy |
+7,355
| New | +$532K | 0.26% | 109 |
|