Rockline Wealth Management’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 | $2.75M | Sell |
23,070
-396
| -2% | -$47.2K | 0.65% | 46 |
|
|
2025
Q1 | $2.9M | Buy |
23,466
+1,002
| +4% | +$124K | 0.81% | 43 |
|
|
2024
Q4 | $2.56M | Buy |
22,464
+1,234
| +6% | +$141K | 0.68% | 47 |
|
|
2024
Q3 | $2.79M | Buy |
21,230
+839
| +4% | +$110K | 0.79% | 41 |
|
|
2024
Q2 | $2.88M | Buy |
20,391
+527
| +3% | +$74.4K | 0.89% | 37 |
|
|
2024
Q1 | $3.24M | Buy |
19,864
+584
| +3% | +$95.4K | 1.13% | 31 |
|
|
2023
Q4 | $2.57M | Buy |
+19,280
| New | +$2.57M | 1.07% | 34 |
|