Stolper & 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 | $5.44M | Sell |
45,635
-512
| -1% | -$61.1K | 1.79% | 19 |
|
|
2025
Q1 | $5.7M | Sell |
46,147
-137
| -0.3% | -$16.9K | 1.87% | 21 |
|
|
2024
Q4 | $5.27M | Buy |
46,284
+695
| +2% | +$79.2K | 1.76% | 21 |
|
|
2024
Q3 | $5.99M | Buy |
45,589
+5
| +0% | +$657 | 1.96% | 21 |
|
|
2024
Q2 | $6.44M | Buy |
45,584
+761
| +2% | +$107K | 2.27% | 16 |
|
|
2024
Q1 | $7.32M | Sell |
44,823
-96
| -0.2% | -$15.7K | 2.64% | 8 |
|
|
2023
Q4 | $5.98M | Buy |
44,919
+103
| +0.2% | +$13.7K | 2.41% | 15 |
|
|
2023
Q3 | $5.39M | Buy |
44,816
+151
| +0.3% | +$18.1K | 2.33% | 14 |
|
|
2023
Q2 | $4.26M | Sell |
44,665
-179
| -0.4% | -$17.1K | 1.79% | 23 |
|
|
2023
Q1 | $4.55M | Buy |
44,844
+111
| +0.2% | +$11.3K | 1.95% | 21 |
|
|
2022
Q4 | $4.66M | Buy |
44,733
+2,752
| +7% | +$286K | 2.04% | 22 |
|
|
2022
Q3 | $3.39M | Buy |
41,981
+546
| +1% | +$44.1K | 1.67% | 23 |
|
|
2022
Q2 | $3.4M | Buy |
41,435
+121
| +0.3% | +$9.92K | 1.59% | 23 |
|
|
2022
Q1 | $3.57M | Buy |
41,314
+4,993
| +14% | +$431K | 1.51% | 22 |
|
|
2021
Q4 | $2.63M | Sell |
36,321
-4,391
| -11% | -$318K | 1.17% | 28 |
|
|
2021
Q3 | $2.85M | Buy |
40,712
+136
| +0.3% | +$9.52K | 1.36% | 27 |
|
|
2021
Q2 | $3.48M | Buy |
40,576
+613
| +2% | +$52.6K | 1.64% | 25 |
|
|
2021
Q1 | $3.26M | Buy |
39,963
+97
| +0.2% | +$7.91K | 1.68% | 24 |
|
|
2020
Q4 | $2.79M | Buy |
39,866
+9,232
| +30% | +$646K | 1.56% | 25 |
|
|
2020
Q3 | $1.59M | Sell |
30,634
-11,198
| -27% | -$580K | 1.03% | 30 |
|
|
2020
Q2 | $3.01M | Sell |
41,832
-658
| -2% | -$47.3K | 1.96% | 19 |
|
|
2020
Q1 | $2.28M | Buy |
+42,490
| New | +$2.28M | 1.64% | 20 |
|