Stiles Financial Services’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 | $350K | Buy |
2,935
+68
| +2% | +$8.11K | 0.12% | 134 |
|
|
2025
Q1 | $354K | Buy |
2,867
+13
| +0.5% | +$1.61K | 0.14% | 127 |
|
|
2024
Q4 | $325K | Buy |
2,854
+15
| +0.5% | +$1.71K | 0.12% | 139 |
|
|
2024
Q3 | $373K | Buy |
2,839
+11
| +0.4% | +$1.45K | 0.13% | 134 |
|
|
2024
Q2 | $399K | Sell |
2,828
-43
| -1% | -$6.07K | 0.15% | 118 |
|
|
2024
Q1 | $459K | Buy |
2,871
+14
| +0.5% | +$2.24K | 0.18% | 111 |
|
|
2023
Q4 | $380K | Buy |
2,857
+119
| +4% | +$15.8K | 0.17% | 117 |
|
|
2023
Q3 | $329K | Buy |
2,738
+19
| +0.7% | +$2.28K | 0.17% | 125 |
|
|
2023
Q2 | $259K | Buy |
2,719
+53
| +2% | +$5.06K | 0.13% | 157 |
|
|
2023
Q1 | $270K | Buy |
2,666
+19
| +0.7% | +$1.93K | 0.15% | 149 |
|
|
2022
Q4 | $275K | Sell |
2,647
-260
| -9% | -$27.1K | 0.16% | 144 |
|
|
2022
Q3 | $235K | Sell |
2,907
-26
| -0.9% | -$2.1K | 0.14% | 144 |
|
|
2022
Q2 | $240K | Buy |
2,933
+18
| +0.6% | +$1.47K | 0.14% | 140 |
|
|
2022
Q1 | $252K | Sell |
2,915
-229
| -7% | -$19.8K | 0.13% | 154 |
|
|
2021
Q4 | $228K | Buy |
+3,144
| New | +$228K | 0.11% | 162 |
|