SAM Advisors’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 | $493K | Hold |
4,136
| – | – | 0.17% | 34 |
|
|
2025
Q1 | $511K | Hold |
4,136
| – | – | 0.19% | 30 |
|
|
2024
Q4 | $471K | Hold |
4,136
| – | – | 0.17% | 34 |
|
|
2024
Q3 | $544K | Hold |
4,136
| – | – | 0.2% | 29 |
|
|
2024
Q2 | $584K | Hold |
4,136
| – | – | 0.21% | 27 |
|
|
2024
Q1 | $676K | Hold |
4,136
| – | – | 0.25% | 27 |
|
|
2023
Q4 | $551K | Buy |
+4,136
| New | +$551K | 0.22% | 26 |
|