Stratos 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 | $3.78M | Buy |
31,657
+1,974
| +7% | +$236K | 0.17% | 98 |
|
|
2025
Q1 | $3.67M | Buy |
29,683
+5,762
| +24% | +$712K | 0.2% | 93 |
|
|
2024
Q4 | $2.73M | Sell |
23,921
-1,604
| -6% | -$183K | 0.16% | 87 |
|
|
2024
Q3 | $3.36M | Buy |
25,525
+486
| +2% | +$63.9K | 0.23% | 85 |
|
|
2024
Q2 | $3.53M | Buy |
25,039
+1,928
| +8% | +$272K | 0.29% | 84 |
|
|
2024
Q1 | $3.78M | Sell |
23,111
-3,189
| -12% | -$521K | 0.37% | 71 |
|
|
2023
Q4 | $3.5M | Sell |
26,300
-1,341
| -5% | -$179K | 0.41% | 63 |
|
|
2023
Q3 | $3.32M | Buy |
27,641
+933
| +3% | +$112K | 0.5% | 56 |
|
|
2023
Q2 | $2.55M | Buy |
26,708
+659
| +3% | +$62.9K | 0.39% | 62 |
|
|
2023
Q1 | $2.64M | Sell |
26,049
-571
| -2% | -$57.9K | 0.44% | 59 |
|
|
2022
Q4 | $2.77M | Sell |
26,620
-2,300
| -8% | -$239K | 0.49% | 59 |
|
|
2022
Q3 | $2.33M | Sell |
28,920
-578
| -2% | -$46.6K | 0.47% | 58 |
|
|
2022
Q2 | $2.42M | Sell |
29,498
-168
| -0.6% | -$13.8K | 0.46% | 61 |
|
|
2022
Q1 | $2.56M | Buy |
29,666
+26
| +0.1% | +$2.25K | 0.43% | 63 |
|
|
2021
Q4 | $2.15M | Buy |
29,640
+2,581
| +10% | +$187K | 0.34% | 72 |
|
|
2021
Q3 | $1.9M | Buy |
27,059
+5,266
| +24% | +$369K | 0.33% | 73 |
|
|
2021
Q2 | $1.87M | Buy |
21,793
+789
| +4% | +$67.7K | 0.51% | 57 |
|
|
2021
Q1 | $1.71M | Sell |
21,004
-2,578
| -11% | -$210K | 0.54% | 58 |
|
|
2020
Q4 | $1.65M | Buy |
23,582
+2,501
| +12% | +$175K | 0.52% | 57 |
|
|
2020
Q3 | $1.09M | Buy |
21,081
+10,548
| +100% | +$547K | 0.4% | 62 |
|
|
2020
Q2 | $757K | Buy |
10,533
+652
| +7% | +$46.9K | 0.32% | 67 |
|
|
2020
Q1 | $530K | Buy |
+9,881
| New | +$530K | 0.28% | 69 |
|