Successful Portfolios’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 | $316K | Buy |
2,650
+2
| +0.1% | +$239 | 0.19% | 106 |
|
|
2025
Q1 | $327K | Buy |
2,648
+1
| +0% | +$124 | 0.22% | 94 |
|
|
2024
Q4 | $302K | Sell |
2,647
-55
| -2% | -$6.27K | 0.2% | 100 |
|
|
2024
Q3 | $355K | Sell |
2,702
-42
| -2% | -$5.52K | 0.24% | 88 |
|
|
2024
Q2 | $387K | Sell |
2,744
-121
| -4% | -$17.1K | 0.27% | 79 |
|
|
2024
Q1 | $468K | Sell |
2,865
-283
| -9% | -$46.2K | 0.32% | 68 |
|
|
2023
Q4 | $419K | Buy |
3,148
+198
| +7% | +$26.4K | 0.31% | 73 |
|
|
2023
Q3 | $354K | Sell |
2,950
-111
| -4% | -$13.3K | 0.31% | 75 |
|
|
2023
Q2 | $292K | Sell |
3,061
-279
| -8% | -$26.6K | 0.25% | 88 |
|
|
2023
Q1 | $339K | Sell |
3,340
-1,350
| -29% | -$137K | 0.21% | 117 |
|
|
2022
Q4 | $488K | Hold |
4,690
| – | – | 0.32% | 80 |
|
|
2022
Q3 | $379K | Hold |
4,690
| – | – | 0.27% | 91 |
|
|
2022
Q2 | $385K | Sell |
4,690
-3
| -0.1% | -$246 | 0.26% | 100 |
|
|
2022
Q1 | $405K | Sell |
4,693
-100
| -2% | -$8.63K | 0.23% | 110 |
|
|
2021
Q4 | $347K | Hold |
4,793
| – | – | 0.19% | 129 |
|
|
2021
Q3 | $336K | Buy |
4,793
+500
| +12% | +$35.1K | 0.2% | 127 |
|
|
2021
Q2 | $368K | Hold |
4,293
| – | – | 0.22% | 116 |
|
|
2021
Q1 | $350K | Hold |
4,293
| – | – | 0.23% | 112 |
|
|
2020
Q4 | $300K | Sell |
4,293
-52
| -1% | -$3.63K | 0.22% | 122 |
|
|
2020
Q3 | $225K | Buy |
4,345
+200
| +5% | +$10.4K | 0.18% | 144 |
|
|
2020
Q2 | $298K | Hold |
4,145
| – | – | 0.26% | 107 |
|
|
2020
Q1 | $222K | Buy |
4,145
+213
| +5% | +$11.4K | 0.22% | 122 |
|
|
2019
Q4 | $438K | Sell |
3,932
-179
| -4% | -$19.9K | 0.39% | 68 |
|
|
2019
Q3 | $421K | Buy |
4,111
+1,150
| +39% | +$118K | 0.4% | 72 |
|
|
2019
Q2 | $277K | Sell |
2,961
-3
| -0.1% | -$281 | 0.3% | 101 |
|
|
2019
Q1 | $282K | Sell |
2,964
-2
| -0.1% | -$190 | 0.31% | 97 |
|
|
2018
Q4 | $256K | Sell |
2,966
-1
| -0% | -$86 | 0.33% | 95 |
|
|
2018
Q3 | $334K | Sell |
2,967
-14
| -0.5% | -$1.58K | 0.36% | 87 |
|
|
2018
Q2 | $335K | Sell |
2,981
-29
| -1% | -$3.26K | 0.39% | 82 |
|
|
2018
Q1 | $289K | Sell |
3,010
-120
| -4% | -$11.5K | 0.35% | 91 |
|
|
2017
Q4 | $317K | Buy |
+3,130
| New | +$317K | 0.39% | 84 |
|