SFI
SPC Financial Inc’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Buy |
2,235
+100
| +5% | +$11.9K | 0.02% | 224 |
|
|
2025
Q1 | $264K | Sell |
2,135
-59
| -3% | -$7.29K | 0.02% | 223 |
|
|
2024
Q4 | $250K | Buy |
2,194
+100
| +5% | +$11.4K | 0.02% | 226 |
|
|
2024
Q3 | $275K | Buy |
2,094
+102
| +5% | +$13.4K | 0.02% | 220 |
|
|
2024
Q2 | $281K | Buy |
1,992
+50
| +3% | +$7.06K | 0.03% | 204 |
|
|
2024
Q1 | $317K | Buy |
1,942
+100
| +5% | +$16.3K | 0.03% | 190 |
|
|
2023
Q4 | $245K | Buy |
+1,842
| New | +$245K | 0.03% | 200 |
|
|
2020
Q3 | – | Sell |
-3,455
| Closed | -$248K | – | 147 |
|
|
2020
Q2 | $248K | Sell |
3,455
-1,345
| -28% | -$96.5K | 0.05% | 123 |
|
|
2020
Q1 | $258K | Buy |
4,800
+30
| +0.6% | +$1.61K | 0.07% | 113 |
|
|
2019
Q4 | $531K | Sell |
4,770
-230
| -5% | -$25.6K | 0.1% | 87 |
|
|
2019
Q3 | $512K | Buy |
5,000
+275
| +6% | +$28.2K | 0.11% | 84 |
|
|
2019
Q2 | $442K | Sell |
4,725
-16,405
| -78% | -$1.53M | 0.09% | 96 |
|
|
2019
Q1 | $2.01M | Buy |
21,130
+2,970
| +16% | +$283K | 0.43% | 42 |
|
|
2018
Q4 | $1.56M | Buy |
18,160
+155
| +0.9% | +$13.3K | 0.43% | 40 |
|
|
2018
Q3 | $2.03M | Hold |
18,005
| – | – | 0.41% | 41 |
|
|
2018
Q2 | $2.02M | Hold |
18,005
| – | – | 0.44% | 43 |
|
|
2018
Q1 | $1.73M | Buy |
18,005
+865
| +5% | +$83K | 0.39% | 44 |
|
|
2017
Q4 | $1.73M | Sell |
17,140
-1,250
| -7% | -$126K | 0.4% | 44 |
|
|
2017
Q3 | $1.69M | Sell |
18,390
-5,477
| -23% | -$502K | 0.42% | 44 |
|
|
2017
Q2 | $1.97M | Buy |
23,867
+1,837
| +8% | +$152K | 0.52% | 39 |
|
|
2017
Q1 | $1.75M | Sell |
22,030
-15
| -0.1% | -$1.19K | 0.49% | 40 |
|
|
2016
Q4 | $1.91M | Buy |
22,045
+350
| +2% | +$30.2K | 0.58% | 35 |
|
|
2016
Q3 | $1.75M | Sell |
21,695
-12,555
| -37% | -$1.01M | 0.56% | 39 |
|
|
2016
Q2 | $2.72M | Sell |
34,250
-150
| -0.4% | -$11.9K | 0.98% | 29 |
|
|
2016
Q1 | $2.98M | Sell |
34,400
-50
| -0.1% | -$4.33K | 1.13% | 29 |
|
|
2015
Q4 | $2.82M | Sell |
34,450
-350
| -1% | -$28.6K | 1.11% | 31 |
|
|
2015
Q3 | $2.67M | Buy |
34,800
+10,250
| +42% | +$788K | 1.15% | 30 |
|
|
2015
Q2 | $1.98M | Buy |
+24,550
| New | +$1.98M | 0.55% | 44 |
|