Strategic Investment Solutions’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 | $18.3K | Sell |
154
-469
| -75% | -$55.7K | 0.01% | 294 |
|
|
2025
Q1 | $76.9K | Buy |
623
+18
| +3% | +$2.22K | 0.02% | 164 |
|
|
2024
Q4 | $75.6K | Sell |
605
-7
| -1% | -$874 | 0.03% | 159 |
|
|
2024
Q3 | $80.4K | Buy |
612
+263
| +75% | +$34.5K | 0.02% | 160 |
|
|
2024
Q2 | $50.7K | Buy |
+349
| New | +$50.7K | 0.02% | 179 |
|
|
2023
Q4 | $96.4K | Sell |
724
-22,914
| -97% | -$3.05M | 0.02% | 336 |
|
|
2023
Q3 | $2.65M | Buy |
23,638
+23,268
| +6,289% | +$2.61M | 0.03% | 198 |
|
|
2023
Q2 | $35K | Sell |
370
-204
| -36% | -$19.3K | 0.01% | 364 |
|
|
2023
Q1 | $58.2K | Buy |
+574
| New | +$58.2K | 0.01% | 341 |
|