SI
Saxon Interests’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Hold |
2,471
| – | – | 0.14% | 141 |
|
|
2025
Q1 | $305K | Sell |
2,471
-349
| -12% | -$43.1K | 0.14% | 141 |
|
|
2024
Q4 | $321K | Buy |
2,820
+361
| +15% | +$41.1K | 0.14% | 134 |
|
|
2024
Q3 | $323K | Buy |
2,459
+31
| +1% | +$4.08K | 0.15% | 132 |
|
|
2024
Q2 | $343K | Sell |
2,428
-15
| -0.6% | -$2.12K | 0.16% | 125 |
|
|
2024
Q1 | $399K | Sell |
2,443
-1,287
| -35% | -$210K | 0.19% | 117 |
|
|
2023
Q4 | $497K | Buy |
+3,730
| New | +$497K | 0.25% | 101 |
|
|
2023
Q3 | – | Sell |
-3,698
| Closed | -$353K | – | 165 |
|
|
2023
Q2 | $353K | Hold |
3,698
| – | – | 0.19% | 118 |
|
|
2023
Q1 | $375K | Buy |
3,698
+1,344
| +57% | +$136K | 0.21% | 119 |
|
|
2022
Q4 | $240K | Hold |
2,354
| – | – | 0.14% | 139 |
|
|
2022
Q3 | $218K | Buy |
+2,354
| New | +$218K | 0.13% | 137 |
|
|
2022
Q2 | – | Sell |
-2,363
| Closed | -$204K | – | 154 |
|
|
2022
Q1 | $204K | Hold |
2,363
| – | – | 0.11% | 138 |
|
|
2021
Q4 | $204K | Buy |
+2,363
| New | +$204K | 0.12% | 119 |
|