Southland Equity Partners’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 | $456K | Sell |
3,821
-48
| -1% | -$5.73K | 0.1% | 136 |
|
|
2025
Q1 | $478K | Buy |
3,869
+51
| +1% | +$6.3K | 0.11% | 127 |
|
|
2024
Q4 | $435K | Buy |
3,818
+573
| +18% | +$65.3K | 0.1% | 130 |
|
|
2024
Q3 | $427K | Buy |
3,245
+1,010
| +45% | +$133K | 0.1% | 135 |
|
|
2024
Q2 | $316K | Sell |
2,235
-125
| -5% | -$17.6K | 0.09% | 146 |
|
|
2024
Q1 | $385K | Buy |
2,360
+328
| +16% | +$53.6K | 0.11% | 129 |
|
|
2023
Q4 | $271K | Buy |
2,032
+192
| +10% | +$25.6K | 0.08% | 157 |
|
|
2023
Q3 | $221K | Buy |
+1,840
| New | +$221K | 0.08% | 174 |
|