Spire Wealth Management’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 | $184K | Sell |
1,540
-1,827
| -54% | -$218K | 0.01% | 784 |
|
|
2025
Q1 | $416K | Buy |
3,367
+505
| +18% | +$62.4K | 0.01% | 628 |
|
|
2024
Q4 | $326K | Sell |
2,862
-473
| -14% | -$53.9K | 0.01% | 681 |
|
|
2024
Q3 | $438K | Sell |
3,335
-583
| -15% | -$76.6K | 0.01% | 553 |
|
|
2024
Q2 | $553K | Sell |
3,918
-7,472
| -66% | -$1.05M | 0.02% | 470 |
|
|
2024
Q1 | $1.86M | Buy |
11,390
+201
| +2% | +$32.8K | 0.03% | 261 |
|
|
2023
Q4 | $1.44M | Sell |
11,189
-639
| -5% | -$82.5K | 0.05% | 282 |
|
|
2023
Q3 | $1.42M | Buy |
11,828
+7,317
| +162% | +$879K | 0.05% | 268 |
|
|
2023
Q2 | $430K | Sell |
4,511
-676
| -13% | -$64.5K | 0.02% | 526 |
|
|
2023
Q1 | $526K | Buy |
5,187
+1,095
| +27% | +$111K | 0.02% | 475 |
|
|
2022
Q4 | $426K | Buy |
4,092
+441
| +12% | +$45.9K | 0.02% | 386 |
|
|
2022
Q3 | $295K | Sell |
3,651
-2,664
| -42% | -$215K | 0.02% | 446 |
|
|
2022
Q2 | $518K | Sell |
6,315
-263
| -4% | -$21.6K | 0.02% | 463 |
|
|
2022
Q1 | $568K | Sell |
6,578
-4,351
| -40% | -$376K | 0.02% | 532 |
|
|
2021
Q4 | $792K | Sell |
10,929
-589
| -5% | -$42.7K | 0.02% | 548 |
|
|
2021
Q3 | $807K | Buy |
11,518
+99
| +0.9% | +$6.94K | 0.02% | 461 |
|
|
2021
Q2 | $980K | Sell |
11,419
-1,109
| -9% | -$95.2K | 0.03% | 429 |
|
|
2021
Q1 | $1.02M | Buy |
+12,528
| New | +$1.02M | 0.03% | 429 |
|