Sharp Financial Services’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 | $315K | Buy |
2,643
+650
| +33% | +$77.5K | 0.2% | 62 |
|
|
2025
Q1 | $246K | Sell |
1,993
-1,128
| -36% | -$139K | 0.19% | 76 |
|
|
2024
Q4 | $356K | Sell |
3,121
-1,650
| -35% | -$188K | 0.27% | 56 |
|
|
2024
Q3 | $627K | Buy |
4,771
+365
| +8% | +$48K | 0.48% | 35 |
|
|
2024
Q2 | $622K | Buy |
4,406
+1,572
| +55% | +$222K | 0.53% | 34 |
|
|
2024
Q1 | $463K | Sell |
2,834
-259
| -8% | -$42.3K | 0.43% | 46 |
|
|
2023
Q4 | $412K | Buy |
+3,093
| New | +$412K | 0.45% | 47 |
|