Sittner & Nelson’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 | $137K | Sell |
1,150
-69
| -6% | -$8.24K | 0.06% | 170 |
|
|
2025
Q1 | $151K | Hold |
1,219
| – | – | 0.06% | 159 |
|
|
2024
Q4 | $139K | Hold |
1,219
| – | – | 0.06% | 148 |
|
|
2024
Q3 | $160K | Sell |
1,219
-30
| -2% | -$3.95K | 0.07% | 146 |
|
|
2024
Q2 | $176K | Hold |
1,249
| – | – | 0.09% | 124 |
|
|
2024
Q1 | $204K | Hold |
1,249
| – | – | 0.1% | 116 |
|
|
2023
Q4 | $166K | Hold |
1,249
| – | – | 0.09% | 128 |
|
|
2023
Q3 | $150K | Hold |
1,249
| – | – | 0.09% | 131 |
|
|
2023
Q2 | $119K | Sell |
1,249
-144
| -10% | -$13.7K | 0.07% | 146 |
|
|
2023
Q1 | $141K | Buy |
1,393
+76
| +6% | +$7.71K | 0.08% | 143 |
|
|
2022
Q4 | $137K | Buy |
1,317
+7
| +0.5% | +$728 | 0.08% | 141 |
|
|
2022
Q3 | $106K | Sell |
1,310
-300
| -19% | -$24.3K | 0.07% | 149 |
|
|
2022
Q2 | $132K | Buy |
1,610
+300
| +23% | +$24.6K | 0.09% | 125 |
|
|
2022
Q1 | $113K | Hold |
1,310
| – | – | 0.07% | 140 |
|
|
2021
Q4 | $95K | Hold |
1,310
| – | – | 0.06% | 152 |
|
|
2021
Q3 | $92K | Hold |
1,310
| – | – | 0.06% | 144 |
|
|
2021
Q2 | $112K | Hold |
1,310
| – | – | 0.08% | 121 |
|
|
2021
Q1 | $107K | Hold |
1,310
| – | – | 0.08% | 120 |
|
|
2020
Q4 | $92K | Buy |
+1,310
| New | +$92K | 0.08% | 120 |
|