Spirit of America Management Corp’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 | $7.06M | Sell |
59,186
-14,350
| -20% | -$1.71M | 1.47% | 13 |
|
|
2025
Q1 | $9.08M | Sell |
73,536
-1,400
| -2% | -$173K | 1.84% | 12 |
|
|
2024
Q4 | $8.54M | Sell |
74,936
-7,850
| -9% | -$894K | 1.73% | 13 |
|
|
2024
Q3 | $10.9M | Sell |
82,786
-12,550
| -13% | -$1.65M | 2.17% | 7 |
|
|
2024
Q2 | $13.5M | Sell |
95,336
-15,950
| -14% | -$2.25M | 2.73% | 5 |
|
|
2024
Q1 | $18.2M | Sell |
111,286
-16,900
| -13% | -$2.76M | 3.66% | 2 |
|
|
2023
Q4 | $17.1M | Sell |
128,186
-2,500
| -2% | -$333K | 3.74% | 1 |
|
|
2023
Q3 | $15.7M | Sell |
130,686
-11,600
| -8% | -$1.39M | 3.55% | 4 |
|
|
2023
Q2 | $13.6M | Sell |
142,286
-6,200
| -4% | -$591K | 3.06% | 5 |
|
|
2023
Q1 | $15.1M | Sell |
148,486
-500
| -0.3% | -$50.7K | 3.37% | 4 |
|
|
2022
Q4 | $15.5M | Sell |
148,986
-2,000
| -1% | -$208K | 3.48% | 3 |
|
|
2022
Q3 | $12.2M | Sell |
150,986
-2,250
| -1% | -$182K | 2.89% | 7 |
|
|
2022
Q2 | $12.6M | Buy |
153,236
+200
| +0.1% | +$16.4K | 2.85% | 6 |
|
|
2022
Q1 | $13.2M | Buy |
153,036
+86,704
| +131% | +$7.49M | 2.59% | 6 |
|
|
2021
Q4 | $4.81M | Sell |
66,332
-22,500
| -25% | -$1.63M | 0.97% | 30 |
|
|
2021
Q3 | $6.22M | Hold |
88,832
| – | – | 1.34% | 18 |
|
|
2021
Q2 | $7.62M | Sell |
88,832
-1,000
| -1% | -$85.8K | 1.63% | 14 |
|
|
2021
Q1 | $7.33M | Sell |
89,832
-2,000
| -2% | -$163K | 1.73% | 14 |
|
|
2020
Q4 | $6.42M | Hold |
91,832
| – | – | 1.61% | 14 |
|
|
2020
Q3 | $4.76M | Sell |
91,832
-2,200
| -2% | -$114K | 1.3% | 22 |
|
|
2020
Q2 | $6.76M | Buy |
94,032
+21,000
| +29% | +$1.51M | 1.73% | 18 |
|
|
2020
Q1 | $3.92M | Sell |
73,032
-900
| -1% | -$48.3K | 1.26% | 22 |
|
|
2019
Q4 | $8.24M | Sell |
73,932
-2,210
| -3% | -$246K | 1.44% | 19 |
|
|
2019
Q3 | $7.8M | Sell |
76,142
-4,085
| -5% | -$418K | 1.26% | 21 |
|
|
2019
Q2 | $7.51M | Sell |
80,227
-1,760
| -2% | -$165K | 1.13% | 27 |
|
|
2019
Q1 | $7.8M | Hold |
81,987
| – | – | 1.14% | 27 |
|
|
2018
Q4 | $7.06M | Sell |
81,987
-1,650
| -2% | -$142K | 1.11% | 27 |
|
|
2018
Q3 | $9.43M | Hold |
83,637
| – | – | 1.17% | 28 |
|
|
2018
Q2 | $9.39M | Hold |
83,637
| – | – | 1.16% | 28 |
|
|
2018
Q1 | $8.02M | Buy |
83,637
+5,450
| +7% | +$523K | 1.05% | 29 |
|
|
2017
Q4 | $7.91M | Buy |
78,187
+1,500
| +2% | +$152K | 0.88% | 37 |
|
|
2017
Q3 | $7.03M | Buy |
76,687
+11,500
| +18% | +$1.05M | 0.74% | 41 |
|
|
2017
Q2 | $5.39M | Buy |
65,187
+16,900
| +35% | +$1.4M | 0.58% | 49 |
|
|
2017
Q1 | $3.83M | Hold |
48,287
| – | – | 0.41% | 58 |
|
|
2016
Q4 | $4.17M | Buy |
48,287
+12,700
| +36% | +$1.1M | 0.49% | 59 |
|
|
2016
Q3 | $2.87M | Hold |
35,587
| – | – | 0.37% | 66 |
|
|
2016
Q2 | $2.82M | Hold |
35,587
| – | – | 0.41% | 57 |
|
|
2016
Q1 | $3.08M | Buy |
+35,587
| New | +$3.08M | 0.55% | 49 |
|