Smartleaf Asset Management’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 | $262K | Sell |
2,200
-1,146
| -34% | -$137K | 0.02% | 511 |
|
|
2025
Q1 | $408K | Sell |
3,346
-98
| -3% | -$11.9K | 0.04% | 403 |
|
|
2024
Q4 | $386K | Buy |
3,444
+556
| +19% | +$62.3K | 0.04% | 381 |
|
|
2024
Q3 | $379K | Buy |
2,888
+1,362
| +89% | +$179K | 0.05% | 336 |
|
|
2024
Q2 | $213K | Buy |
1,526
+402
| +36% | +$56.1K | 0.03% | 364 |
|
|
2024
Q1 | $179K | Sell |
1,124
-1,240
| -52% | -$197K | 0.03% | 388 |
|
|
2023
Q4 | $314K | Buy |
+2,364
| New | +$314K | 0.08% | 237 |
|