SignatureFD’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
$1.03M Sell
8,627
-1,487
-15% -$177K 0.02% 352
2025
Q1
$1.25M Buy
10,114
+525
+5% +$64.8K 0.02% 279
2024
Q4
$1.09M Sell
9,589
-66
-0.7% -$7.52K 0.02% 319
2024
Q3
$1.27M Sell
9,655
-801
-8% -$105K 0.02% 268
2024
Q2
$1.48M Buy
10,456
+867
+9% +$122K 0.03% 220
2024
Q1
$1.57M Sell
9,589
-592
-6% -$96.7K 0.03% 211
2023
Q4
$1.36M Buy
10,181
+694
+7% +$92.4K 0.03% 219
2023
Q3
$1.14M Buy
9,487
+402
+4% +$48.3K 0.03% 229
2023
Q2
$867K Sell
9,085
-212
-2% -$20.2K 0.02% 287
2023
Q1
$943K Buy
9,297
+2,271
+32% +$230K 0.03% 253
2022
Q4
$731K Buy
7,026
+833
+13% +$86.7K 0.02% 296
2022
Q3
$500K Buy
6,193
+31
+0.5% +$2.5K 0.02% 375
2022
Q2
$505K Buy
6,162
+1,236
+25% +$101K 0.02% 372
2022
Q1
$426K Buy
4,926
+223
+5% +$19.3K 0.01% 454
2021
Q4
$341K Buy
4,703
+989
+27% +$71.7K 0.01% 525
2021
Q3
$260K Sell
3,714
-115
-3% -$8.05K 0.01% 584
2021
Q2
$329K Buy
3,829
+962
+34% +$82.7K 0.01% 489
2021
Q1
$234K Sell
2,867
-30
-1% -$2.45K 0.01% 528
2020
Q4
$203K Buy
2,897
+373
+15% +$26.1K 0.01% 527
2020
Q3
$131K Buy
2,524
+25
+1% +$1.3K 0.01% 619
2020
Q2
$180K Sell
2,499
-1,547
-38% -$111K 0.01% 489
2020
Q1
$217K Sell
4,046
-2,295
-36% -$123K 0.02% 392
2019
Q4
$706K Buy
6,341
+1,412
+29% +$157K 0.05% 174
2019
Q3
$505K Buy
4,929
+924
+23% +$94.7K 0.04% 201
2019
Q2
$375K Sell
4,005
-217
-5% -$20.3K 0.03% 229
2019
Q1
$402K Buy
4,222
+514
+14% +$48.9K 0.03% 220
2018
Q4
$319K Sell
3,708
-80
-2% -$6.88K 0.03% 240
2018
Q3
$427K Buy
3,788
+210
+6% +$23.7K 0.04% 227
2018
Q2
$402K Sell
3,578
-114
-3% -$12.8K 0.04% 222
2018
Q1
$354K Buy
3,692
+1,433
+63% +$137K 0.04% 204
2017
Q4
$228K Buy
2,259
+62
+3% +$6.26K 0.03% 304
2017
Q3
$201K Buy
+2,197
New +$201K 0.03% 296
2016
Q4
Sell
-2,370
Closed -$191K 966
2016
Q3
$191K Buy
2,370
+102
+4% +$8.22K 0.03% 226
2016
Q2
$180K Buy
2,268
+175
+8% +$13.9K 0.03% 194
2016
Q1
$181K Buy
2,093
+124
+6% +$10.7K 0.03% 179
2015
Q4
$161K Buy
1,969
+75
+4% +$6.13K 0.03% 171
2015
Q3
$146K Buy
1,894
+260
+16% +$20K 0.03% 166
2015
Q2
$132K Buy
1,634
+375
+30% +$30.3K 0.03% 185
2015
Q1
$99K Buy
1,259
+295
+31% +$23.2K 0.02% 211
2014
Q4
$69K Sell
964
-175
-15% -$12.5K 0.02% 254
2014
Q3
$93K Buy
1,139
+274
+32% +$22.4K 0.03% 178
2014
Q2
$70K Buy
865
+103
+14% +$8.34K 0.02% 218
2014
Q1
$59K Hold
762
0.02% 179
2013
Q4
$59K Hold
762
0.02% 196
2013
Q3
$44K Buy
762
+175
+30% +$10.1K 0.02% 219
2013
Q2
$35K Buy
+587
New +$35K 0.02% 203