Simplicity Wealth’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 | $535K | Buy |
4,484
+1,471
| +49% | +$175K | 0.02% | 443 |
|
|
2025
Q1 | $372K | Buy |
+3,013
| New | +$372K | 0.03% | 390 |
|
|
2024
Q3 | – | Sell |
-8,924
| Closed | -$1.26M | – | 1033 |
|
|
2024
Q2 | $1.26M | Buy |
8,924
+301
| +3% | +$42.5K | 0.03% | 462 |
|
|
2024
Q1 | $1.41M | Buy |
+8,623
| New | +$1.41M | 0.03% | 427 |
|