SteelPeak Wealth’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 | $4.18M | Buy |
35,077
+1,720
| +5% | +$205K | 0.16% | 110 |
|
|
2025
Q1 | $4.12M | Buy |
+33,357
| New | +$4.12M | 0.17% | 110 |
|
|
2024
Q4 | – | Sell |
-15,028
| Closed | -$1.98M | – | 527 |
|
|
2024
Q3 | $1.98M | Sell |
15,028
-44,482
| -75% | -$5.85M | 0.09% | 168 |
|
|
2024
Q2 | $8.4M | Buy |
59,510
+56,284
| +1,745% | +$7.95M | 0.39% | 54 |
|
|
2024
Q1 | $527K | Sell |
3,226
-73,252
| -96% | -$12M | 0.03% | 277 |
|
|
2023
Q4 | $10.2M | Buy |
76,478
+73,569
| +2,529% | +$9.8M | 0.59% | 41 |
|
|
2023
Q3 | $349K | Buy |
2,909
+792
| +37% | +$95.1K | 0.02% | 297 |
|
|
2023
Q2 | $202K | Buy |
+2,117
| New | +$202K | 0.01% | 372 |
|
|
2022
Q3 | – | Sell |
-10,413
| Closed | -$854K | – | 417 |
|
|
2022
Q2 | $854K | Sell |
10,413
-2,400
| -19% | -$197K | 0.06% | 185 |
|
|
2022
Q1 | $1.11M | Buy |
+12,813
| New | +$1.11M | 0.06% | 167 |
|
|
2020
Q3 | – | Sell |
-7,006
| Closed | -$504K | – | 281 |
|
|
2020
Q2 | $504K | Sell |
7,006
-8,999
| -56% | -$647K | 0.06% | 162 |
|
|
2020
Q1 | $859K | Buy |
16,005
+4,097
| +34% | +$220K | 0.14% | 110 |
|
|
2019
Q4 | $1.33M | Buy |
+11,908
| New | +$1.33M | 0.18% | 101 |
|