Silver Oak Securities’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 | $205K | Sell |
1,720
-674
| -28% | -$80.4K | 0.02% | 637 |
|
|
2025
Q1 | $291K | Buy |
2,394
+259
| +12% | +$31.5K | 0.03% | 513 |
|
|
2024
Q4 | $239K | Buy |
2,135
+678
| +47% | +$75.9K | 0.02% | 557 |
|
|
2024
Q3 | $191K | Buy |
+1,457
| New | +$191K | 0.02% | 495 |
|
|
2024
Q2 | – | Sell |
-1,277
| Closed | -$209K | – | 522 |
|
|
2024
Q1 | $209K | Buy |
+1,277
| New | +$209K | 0.03% | 371 |
|