Riverwater Partners’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 | $453K | Sell |
3,797
-34
| -0.9% | -$4.06K | 0.21% | 121 |
|
|
2025
Q1 | $473K | Buy |
3,831
+92
| +2% | +$11.4K | 0.24% | 107 |
|
|
2024
Q4 | $426K | Sell |
3,739
-125
| -3% | -$14.2K | 0.21% | 115 |
|
|
2024
Q3 | $520K | Sell |
3,864
-67
| -2% | -$9.01K | 0.26% | 104 |
|
|
2024
Q2 | $555K | Sell |
3,931
-35
| -0.9% | -$4.94K | 0.41% | 70 |
|
|
2024
Q1 | $648K | Sell |
3,966
-43
| -1% | -$7.02K | 0.48% | 57 |
|
|
2023
Q4 | $534K | Sell |
4,009
-290
| -7% | -$38.6K | 0.42% | 68 |
|
|
2023
Q3 | $517K | Sell |
4,299
-67
| -2% | -$8.05K | 0.47% | 61 |
|
|
2023
Q2 | $416K | Buy |
4,366
+32
| +0.7% | +$3.05K | 0.37% | 80 |
|
|
2023
Q1 | $439K | Sell |
4,334
-250
| -5% | -$25.3K | 0.4% | 78 |
|
|
2022
Q4 | $477K | Sell |
4,584
-26
| -0.6% | -$2.71K | 0.41% | 77 |
|
|
2022
Q3 | $372K | Sell |
4,610
-30
| -0.6% | -$2.42K | 0.37% | 87 |
|
|
2022
Q2 | $380K | Sell |
4,640
-27
| -0.6% | -$2.21K | 0.38% | 85 |
|
|
2022
Q1 | $403K | Buy |
4,667
+118
| +3% | +$10.2K | 0.66% | 68 |
|
|
2021
Q4 | $330K | Buy |
+4,549
| New | +$330K | 0.29% | 130 |
|