SCM
Spring Capital Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Hold |
1,767
| – | – | 0.11% | 51 |
|
|
2025
Q1 | $218K | Hold |
1,767
| – | – | 0.12% | 49 |
|
|
2024
Q4 | $201K | Buy |
+1,767
| New | +$201K | 0.12% | 45 |
|
|
2024
Q2 | – | Sell |
-1,705
| Closed | -$278K | – | 32 |
|
|
2024
Q1 | $278K | Buy |
+1,705
| New | +$278K | 0.21% | 28 |
|