SP
Stablepoint Partners’s Phillips 66 PSX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.68M | Buy |
47,648
+320
| +0.7% | +$38.2K | 0.97% | 32 |
|
2025
Q1 | $5.84M | Buy |
47,328
+3,589
| +8% | +$443K | 1.06% | 28 |
|
2024
Q4 | $4.98M | Buy |
43,739
+720
| +2% | +$82K | 0.91% | 33 |
|
2024
Q3 | $5.65M | Buy |
43,019
+470
| +1% | +$61.8K | 1.03% | 28 |
|
2024
Q2 | $5.97M | Sell |
42,549
-6,492
| -13% | -$912K | 1.16% | 19 |
|
2024
Q1 | $8.01M | Buy |
49,041
+5,621
| +13% | +$918K | 1.62% | 7 |
|
2023
Q4 | $5.78M | Buy |
+43,420
| New | +$5.78M | 1.48% | 7 |
|