Sound Income Strategies’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 | $190K | Buy |
1,595
+852
| +115% | +$102K | 0.01% | 282 |
|
|
2025
Q1 | $91.8K | Buy |
743
+123
| +20% | +$15.2K | 0.01% | 404 |
|
|
2024
Q4 | $70.7K | Buy |
620
+160
| +35% | +$18.2K | ﹤0.01% | 404 |
|
|
2024
Q3 | $60.5K | Buy |
460
+63
| +16% | +$8.28K | ﹤0.01% | 415 |
|
|
2024
Q2 | $56.1K | Sell |
397
-108
| -21% | -$15.3K | ﹤0.01% | 416 |
|
|
2024
Q1 | $82.5K | Sell |
505
-1
| -0.2% | -$163 | 0.01% | 346 |
|
|
2023
Q4 | $67.4K | Buy |
506
+310
| +158% | +$41.3K | 0.01% | 353 |
|
|
2023
Q3 | $23.5K | Hold |
196
| – | – | ﹤0.01% | 406 |
|
|
2023
Q2 | $18.7K | Sell |
196
-7
| -3% | -$668 | ﹤0.01% | 443 |
|
|
2023
Q1 | $20.6K | Buy |
203
+7
| +4% | +$710 | ﹤0.01% | 418 |
|
|
2022
Q4 | $20.4K | Sell |
196
-73
| -27% | -$7.6K | ﹤0.01% | 391 |
|
|
2022
Q3 | $22K | Buy |
269
+98
| +57% | +$8.02K | ﹤0.01% | 345 |
|
|
2022
Q2 | $14K | Buy |
171
+38
| +29% | +$3.11K | ﹤0.01% | 411 |
|
|
2022
Q1 | $11K | Buy |
133
+67
| +102% | +$5.54K | ﹤0.01% | 459 |
|
|
2021
Q4 | $5K | Buy |
66
+55
| +500% | +$4.17K | ﹤0.01% | 597 |
|
|
2021
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 775 |
|
|
2021
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 815 |
|
|
2021
Q1 | $897 | Sell |
11
-124
| -92% | -$10.1K | ﹤0.01% | 835 |
|
|
2020
Q4 | $9K | Sell |
135
-150
| -53% | -$10K | ﹤0.01% | 480 |
|
|
2020
Q3 | $15K | Hold |
285
| – | – | ﹤0.01% | 339 |
|
|
2020
Q2 | $20K | Hold |
285
| – | – | 0.01% | 272 |
|
|
2020
Q1 | $15K | Sell |
285
-110
| -28% | -$5.79K | 0.01% | 292 |
|
|
2019
Q4 | $44K | Hold |
395
| – | – | 0.01% | 142 |
|
|
2019
Q3 | $40K | Buy |
395
+169
| +75% | +$17.1K | 0.01% | 140 |
|
|
2019
Q2 | $21K | Hold |
226
| – | – | 0.01% | 221 |
|
|
2019
Q1 | $22K | Hold |
226
| – | – | 0.01% | 218 |
|
|
2018
Q4 | $19K | Hold |
226
| – | – | 0.01% | 242 |
|
|
2018
Q3 | $25K | Buy |
226
+133
| +143% | +$14.7K | 0.01% | 212 |
|
|
2018
Q2 | $10K | Sell |
93
-13
| -12% | -$1.4K | 0.01% | 313 |
|
|
2018
Q1 | $10K | Hold |
106
| – | – | 0.01% | 293 |
|
|
2017
Q4 | $10K | Buy |
+106
| New | +$10K | 0.01% | 224 |
|