SIA
Schear Investment Advisers’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,645
| Closed | -$203K | – | 91 |
|
|
2025
Q1 | $203K | Sell |
1,645
-4,723
| -74% | -$583K | 0.12% | 89 |
|
|
2024
Q4 | $726K | Sell |
6,368
-554
| -8% | -$63.1K | 0.39% | 64 |
|
|
2024
Q3 | $910K | Buy |
6,922
+428
| +7% | +$56.3K | 0.56% | 58 |
|
|
2024
Q2 | $917K | Buy |
6,494
+342
| +6% | +$48.3K | 0.66% | 54 |
|
|
2024
Q1 | $1M | Buy |
6,152
+1,251
| +26% | +$204K | 0.81% | 44 |
|
|
2023
Q4 | $653K | Buy |
4,901
+29
| +0.6% | +$3.86K | 0.63% | 47 |
|
|
2023
Q3 | $585K | Sell |
4,872
-253
| -5% | -$30.4K | 0.63% | 49 |
|
|
2023
Q2 | $489K | Sell |
5,125
-131
| -2% | -$12.5K | 0.52% | 58 |
|
|
2023
Q1 | $533K | Buy |
5,256
+100
| +2% | +$10.1K | 0.64% | 55 |
|
|
2022
Q4 | $537K | Buy |
+5,156
| New | +$537K | 0.66% | 55 |
|