Ridgewood Investments’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 | $1.67K | Hold |
14
| – | – | ﹤0.01% | 628 |
|
|
2025
Q1 | $1.73K | Hold |
14
| – | – | ﹤0.01% | 621 |
|
|
2024
Q4 | $1.6K | Hold |
14
| – | – | ﹤0.01% | 623 |
|
|
2024
Q3 | $1.84K | Hold |
14
| – | – | ﹤0.01% | 629 |
|
|
2024
Q2 | $2.01K | Buy |
+14
| New | +$2.01K | ﹤0.01% | 634 |
|
|
2023
Q3 | – | Sell |
-92
| Closed | -$8.8K | – | 601 |
|
|
2023
Q2 | $8.8K | Buy |
92
+27
| +42% | +$2.58K | 0.01% | 526 |
|
|
2023
Q1 | $6.61K | Buy |
+65
| New | +$6.61K | ﹤0.01% | 553 |
|