Sonora Investment Management Group’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 | $2.3M | Sell |
19,285
-6,611
| -26% | -$789K | 0.17% | 94 |
|
|
2025
Q1 | $3.2M | Sell |
25,896
-300
| -1% | -$37K | 0.25% | 83 |
|
|
2024
Q4 | $2.98M | Buy |
26,196
+4,844
| +23% | +$552K | 0.23% | 88 |
|
|
2024
Q3 | $2.81M | Buy |
21,352
+346
| +2% | +$45.5K | 0.21% | 91 |
|
|
2024
Q2 | $3.43M | Hold |
21,006
| – | – | 0.27% | 88 |
|
|
2024
Q1 | $3.43M | Sell |
21,006
-119
| -0.6% | -$19.4K | 0.27% | 88 |
|
|
2023
Q4 | $2.81M | Buy |
21,125
+1,846
| +10% | +$246K | 0.23% | 95 |
|
|
2023
Q3 | $2.32M | Buy |
19,279
+791
| +4% | +$95K | 0.2% | 105 |
|
|
2023
Q2 | $1.76M | Sell |
18,488
-230
| -1% | -$21.9K | 0.15% | 115 |
|
|
2023
Q1 | $1.9M | Buy |
18,718
+48
| +0.3% | +$4.87K | 0.17% | 109 |
|
|
2022
Q4 | $1.94M | Buy |
18,670
+1,704
| +10% | +$177K | 0.18% | 108 |
|
|
2022
Q3 | $1.39M | Hold |
16,966
| – | – | 0.18% | 90 |
|
|
2022
Q2 | $1.39M | Sell |
16,966
-790
| -4% | -$64.8K | 0.13% | 120 |
|
|
2022
Q1 | $1.54M | Sell |
17,756
-93
| -0.5% | -$8.04K | 0.17% | 96 |
|
|
2021
Q4 | $1.29M | Buy |
+17,849
| New | +$1.29M | 0.15% | 100 |
|