Smart Portfolios LLC’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 | $485K | Hold |
4,065
| – | – | 0.49% | 64 |
|
|
2025
Q1 | $502K | Sell |
4,065
-5
| -0.1% | -$617 | 0.55% | 59 |
|
|
2024
Q4 | $464K | Sell |
4,070
-100
| -2% | -$11.4K | 0.49% | 70 |
|
|
2024
Q3 | $548K | Sell |
4,170
-30
| -0.7% | -$3.94K | 0.56% | 59 |
|
|
2024
Q2 | $593K | Buy |
4,200
+380
| +10% | +$53.6K | 0.6% | 50 |
|
|
2024
Q1 | $624K | Hold |
3,820
| – | – | 0.66% | 42 |
|
|
2023
Q4 | $552K | Buy |
+3,820
| New | +$552K | 0.65% | 41 |
|
|
2019
Q2 | – | Sell |
-232
| Closed | -$22K | – | 164 |
|
|
2019
Q1 | $22K | Buy |
232
+45
| +24% | +$4.27K | 0.02% | 125 |
|
|
2018
Q4 | $16K | Buy |
+187
| New | +$16K | 0.01% | 123 |
|