Seamount Financial Group’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 | $310K | Hold |
2,602
| – | – | 0.16% | 106 |
|
|
2025
Q1 | $321K | Buy |
2,602
+250
| +11% | +$30.9K | 0.22% | 84 |
|
|
2024
Q4 | $268K | Hold |
2,352
| – | – | 0.19% | 91 |
|
|
2024
Q3 | $309K | Hold |
2,352
| – | – | 0.23% | 82 |
|
|
2024
Q2 | $332K | Buy |
2,352
+352
| +18% | +$49.7K | 0.27% | 77 |
|
|
2024
Q1 | $327K | Sell |
2,000
-1,000
| -33% | -$163K | 0.29% | 71 |
|
|
2023
Q4 | $399K | Buy |
+3,000
| New | +$399K | 0.38% | 62 |
|