Richwood 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 | $514K | Sell |
4,310
-115
| -3% | -$13.7K | 0.42% | 55 |
|
|
2025
Q1 | $546K | Hold |
4,425
| – | – | 0.46% | 56 |
|
|
2024
Q4 | $504K | Sell |
4,425
-155
| -3% | -$17.7K | 0.42% | 59 |
|
|
2024
Q3 | $602K | Buy |
4,580
+85
| +2% | +$11.2K | 0.5% | 50 |
|
|
2024
Q2 | $635K | Buy |
4,495
+220
| +5% | +$31.1K | 0.56% | 45 |
|
|
2024
Q1 | $698K | Sell |
4,275
-215
| -5% | -$35.1K | 0.62% | 40 |
|
|
2023
Q4 | $598K | Buy |
4,490
+80
| +2% | +$10.7K | 0.56% | 47 |
|
|
2023
Q3 | $530K | Hold |
4,410
| – | – | 0.54% | 49 |
|
|
2023
Q2 | $421K | Buy |
+4,410
| New | +$421K | 0.41% | 67 |
|
|
2022
Q1 | – | Sell |
-250
| Closed | -$18K | – | 212 |
|
|
2021
Q4 | $18K | Buy |
+250
| New | +$18K | 0.02% | 215 |
|