Steph & Co’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 | $32.9K | Hold |
276
| – | – | 0.01% | 216 |
|
|
2025
Q1 | $34.1K | Hold |
276
| – | – | 0.01% | 186 |
|
|
2024
Q4 | $31.4K | Hold |
276
| – | – | 0.01% | 195 |
|
|
2024
Q3 | $36.3K | Hold |
276
| – | – | 0.01% | 189 |
|
|
2024
Q2 | $39K | Buy |
+276
| New | +$39K | 0.01% | 182 |
|
|
2023
Q4 | – | Sell |
-158
| Closed | -$19K | – | 287 |
|
|
2023
Q3 | $19K | Buy |
+158
| New | +$19K | 0.01% | 205 |
|