Stephens Consulting’s Phillips 66 PSX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$27.4K Sell
230
-7
-3% -$835 0.01% 239
2025
Q1
$29.3K Sell
237
-7
-3% -$864 0.01% 228
2024
Q4
$27.8K Buy
244
+111
+83% +$12.6K 0.01% 236
2024
Q3
$17.5K Hold
133
﹤0.01% 277
2024
Q2
$18.8K Hold
133
0.01% 268
2024
Q1
$21.7K Hold
133
0.01% 239
2023
Q4
$17.7K Hold
133
0.01% 260
2023
Q3
$16K Hold
133
0.01% 262
2023
Q2
$12.7K Hold
133
0.01% 284
2023
Q1
$13.5K Hold
133
0.01% 284
2022
Q4
$13.8K Hold
133
0.01% 260
2022
Q3
$10.7K Hold
133
0.01% 322
2022
Q2
$10.9K Hold
133
0.01% 308
2022
Q1
$11.5K Hold
133
0.01% 331
2021
Q4
$9.64K Buy
+133
New +$9.64K 0.01% 394