Sovereign Financial 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 | – | Sell |
-1,719
| Closed | -$212K | – | 317 |
|
|
2025
Q1 | $212K | Buy |
+1,719
| New | +$212K | 0.05% | 267 |
|
|
2024
Q4 | – | Sell |
-1,852
| Closed | -$243K | – | 293 |
|
|
2024
Q3 | $243K | Sell |
1,852
-5
| -0.3% | -$657 | 0.06% | 249 |
|
|
2024
Q2 | $262K | Buy |
1,857
+1
| +0.1% | +$141 | 0.07% | 232 |
|
|
2024
Q1 | $303K | Buy |
1,856
+155
| +9% | +$25.3K | 0.08% | 214 |
|
|
2023
Q4 | $226K | Buy |
+1,701
| New | +$226K | 0.07% | 223 |
|
|
2023
Q2 | – | Sell |
-2,027
| Closed | -$205K | – | 235 |
|
|
2023
Q1 | $205K | Hold |
2,027
| – | – | 0.08% | 206 |
|
|
2022
Q4 | $211K | Buy |
+2,027
| New | +$211K | 0.08% | 206 |
|