Secure Asset Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,082
| Closed | -$237K | – | 344 |
|
|
2024
Q4 | $237K | Buy |
2,082
+10
| +0.5% | +$1.14K | 0.04% | 290 |
|
|
2024
Q3 | $272K | Buy |
2,072
+55
| +3% | +$7.23K | 0.05% | 257 |
|
|
2024
Q2 | $285K | Buy |
2,017
+501
| +33% | +$70.7K | 0.05% | 235 |
|
|
2024
Q1 | $248K | Buy |
1,516
+9
| +0.6% | +$1.47K | 0.06% | 203 |
|
|
2023
Q4 | $201K | Buy |
+1,507
| New | +$201K | 0.05% | 226 |
|