Sandy Cove 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 | $218K | Sell |
1,825
-139
| -7% | -$16.6K | 0.08% | 117 |
|
|
2025
Q1 | $243K | Buy |
1,964
+131
| +7% | +$16.2K | 0.1% | 110 |
|
|
2024
Q4 | $209K | Sell |
1,833
-50
| -3% | -$5.7K | 0.08% | 122 |
|
|
2024
Q3 | $248K | Buy |
1,883
+11
| +0.6% | +$1.45K | 0.1% | 106 |
|
|
2024
Q2 | $264K | Buy |
1,872
+2
| +0.1% | +$282 | 0.12% | 99 |
|
|
2024
Q1 | $305K | Buy |
1,870
+53
| +3% | +$8.66K | 0.14% | 95 |
|
|
2023
Q4 | $242K | Sell |
1,817
-272
| -13% | -$36.2K | 0.12% | 108 |
|
|
2023
Q3 | $251K | Buy |
+2,089
| New | +$251K | 0.15% | 102 |
|
|
2022
Q2 | – | Sell |
-1,546
| Closed | -$134K | – | 310 |
|
|
2022
Q1 | $134K | Hold |
1,546
| – | – | 0.11% | 106 |
|
|
2021
Q4 | $112K | Buy |
+1,546
| New | +$112K | 0.09% | 113 |
|