Stokes Family Office’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 | $278K | Hold |
2,330
| – | – | 0.03% | 206 |
|
|
2025
Q1 | $288K | Sell |
2,330
-49
| -2% | -$6.05K | 0.03% | 195 |
|
|
2024
Q4 | $271K | Sell |
2,379
-7
| -0.3% | -$798 | 0.03% | 200 |
|
|
2024
Q3 | $314K | Hold |
2,386
| – | – | 0.03% | 188 |
|
|
2024
Q2 | $337K | Buy |
2,386
+35
| +1% | +$4.94K | 0.04% | 181 |
|
|
2024
Q1 | $384K | Hold |
2,351
| – | – | 0.05% | 169 |
|
|
2023
Q4 | $313K | Sell |
2,351
-637
| -21% | -$84.8K | 0.04% | 173 |
|
|
2023
Q3 | $359K | Buy |
2,988
+85
| +3% | +$10.2K | 0.04% | 217 |
|
|
2023
Q2 | $277K | Buy |
2,903
+390
| +16% | +$37.2K | 0.03% | 254 |
|
|
2023
Q1 | $255K | Buy |
2,513
+160
| +7% | +$16.2K | 0.03% | 248 |
|
|
2022
Q4 | $245K | Buy |
+2,353
| New | +$245K | 0.03% | 238 |
|
|
2020
Q1 | – | Sell |
-1,840
| Closed | -$202K | – | 126 |
|
|
2019
Q4 | $202K | Buy |
+1,840
| New | +$202K | 0.04% | 124 |
|