Stone House Investment Management’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 | $24.9K | Buy |
209
+52
| +33% | +$6.19K | ﹤0.01% | 200 |
|
|
2025
Q1 | $19.3K | Buy |
+157
| New | +$19.3K | ﹤0.01% | 212 |
|
|
2024
Q4 | – | Sell |
-16
| Closed | -$2.04K | – | 280 |
|
|
2024
Q3 | $2.04K | Hold |
16
| – | – | ﹤0.01% | 336 |
|
|
2024
Q2 | $2.19K | Hold |
16
| – | – | ﹤0.01% | 325 |
|
|
2024
Q1 | $2.54K | Hold |
16
| – | – | ﹤0.01% | 327 |
|
|
2023
Q4 | $2.07K | Sell |
16
-45
| -74% | -$5.82K | ﹤0.01% | 264 |
|
|
2023
Q3 | $7.38K | Hold |
61
| – | – | ﹤0.01% | 179 |
|
|
2023
Q2 | $5.82K | Hold |
61
| – | – | ﹤0.01% | 194 |
|
|
2023
Q1 | $6.14K | Buy |
+61
| New | +$6.14K | ﹤0.01% | 195 |
|
|
2019
Q2 | – | Sell |
-31
| Closed | -$3K | – | 156 |
|
|
2019
Q1 | $3K | Buy |
+31
| New | +$3K | ﹤0.01% | 200 |
|