Riverview Capital Advisers’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 | $2.53M | Sell |
21,248
-6,282
| -23% | -$749K | 0.73% | 43 |
|
|
2025
Q1 | $3.4M | Sell |
27,530
-345
| -1% | -$42.6K | 1.07% | 34 |
|
|
2024
Q4 | $3.18M | Sell |
27,875
-100
| -0.4% | -$11.4K | 0.96% | 32 |
|
|
2024
Q3 | $3.68M | Buy |
27,975
+100
| +0.4% | +$13.1K | 1.13% | 30 |
|
|
2024
Q2 | $3.94M | Sell |
27,875
-955
| -3% | -$135K | 1.33% | 26 |
|
|
2024
Q1 | $4.71M | Sell |
28,830
-41
| -0.1% | -$6.7K | 1.62% | 18 |
|
|
2023
Q4 | $3.84M | Sell |
28,871
-65
| -0.2% | -$8.65K | 1.48% | 23 |
|
|
2023
Q3 | $3.48M | Hold |
28,936
| – | – | 1.54% | 18 |
|
|
2023
Q2 | $2.76M | Sell |
28,936
-370
| -1% | -$35.3K | 1.21% | 23 |
|
|
2023
Q1 | $2.97M | Sell |
29,306
-228
| -0.8% | -$23.1K | 1.28% | 24 |
|
|
2022
Q4 | $3.07M | Hold |
29,534
| – | – | 1.65% | 18 |
|
|
2022
Q3 | $2.38M | Hold |
29,534
| – | – | 1.5% | 22 |
|
|
2022
Q2 | $2.42M | Sell |
29,534
-3,420
| -10% | -$280K | 1.34% | 22 |
|
|
2022
Q1 | $2.85M | Hold |
32,954
| – | – | 1.31% | 28 |
|
|
2021
Q4 | $2.39M | Buy |
+32,954
| New | +$2.39M | 1.06% | 30 |
|