Ruggaard & Associates’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 | $302K | Sell |
2,532
-140
| -5% | -$16.7K | 0.12% | 92 |
|
|
2025
Q1 | $330K | Hold |
2,672
| – | – | 0.14% | 87 |
|
|
2024
Q4 | $304K | Hold |
2,672
| – | – | 0.13% | 91 |
|
|
2024
Q3 | $351K | Hold |
2,672
| – | – | 0.15% | 89 |
|
|
2024
Q2 | $377K | Sell |
2,672
-50
| -2% | -$7.06K | 0.17% | 78 |
|
|
2024
Q1 | $445K | Buy |
2,722
+69
| +3% | +$11.3K | 0.21% | 65 |
|
|
2023
Q4 | $353K | Sell |
2,653
-794
| -23% | -$106K | 0.19% | 75 |
|
|
2023
Q3 | $414K | Hold |
3,447
| – | – | 0.25% | 65 |
|
|
2023
Q2 | $329K | Buy |
3,447
+71
| +2% | +$6.77K | 0.19% | 75 |
|
|
2023
Q1 | $342K | Buy |
+3,376
| New | +$342K | 0.21% | 68 |
|