Salomon & Ludwin’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 | $23.9K | Hold |
189
| – | – | ﹤0.01% | 361 |
|
|
2025
Q1 | $23.3K | Hold |
189
| – | – | ﹤0.01% | 340 |
|
|
2024
Q4 | $21.5K | Hold |
189
| – | – | ﹤0.01% | 344 |
|
|
2024
Q3 | $24.8K | Buy |
189
+57
| +43% | +$7.49K | ﹤0.01% | 340 |
|
|
2024
Q2 | $18.6K | Sell |
132
-549
| -81% | -$77.5K | ﹤0.01% | 374 |
|
|
2024
Q1 | $111K | Buy |
681
+58
| +9% | +$9.47K | 0.01% | 237 |
|
|
2023
Q4 | $74.9K | Hold |
623
| – | – | 0.01% | 260 |
|
|
2023
Q3 | $74.9K | Buy |
+623
| New | +$74.9K | 0.01% | 260 |
|
|
2019
Q1 | – | Sell |
-300
| Closed | -$26K | – | 267 |
|
|
2018
Q4 | $26K | Buy |
+300
| New | +$26K | 0.01% | 110 |
|