Summit Financial’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 | $2.22M | Sell |
18,575
-886
| -5% | -$106K | 0.05% | 278 |
|
|
2025
Q1 | $2.4M | Sell |
19,461
-280
| -1% | -$34.6K | 0.07% | 232 |
|
|
2024
Q4 | $2.25M | Sell |
19,741
-122
| -0.6% | -$13.9K | 0.08% | 196 |
|
|
2024
Q3 | $2.61M | Sell |
19,863
-5,401
| -21% | -$710K | 0.1% | 156 |
|
|
2024
Q2 | $3.57M | Buy |
25,264
+4,720
| +23% | +$666K | 0.16% | 100 |
|
|
2024
Q1 | $3.36M | Buy |
20,544
+5,315
| +35% | +$868K | 0.2% | 67 |
|
|
2023
Q4 | $2.03M | Sell |
15,229
-171
| -1% | -$22.8K | 0.13% | 105 |
|
|
2023
Q3 | $1.85M | Sell |
15,400
-165
| -1% | -$19.8K | 0.14% | 99 |
|
|
2023
Q2 | $1.48M | Buy |
15,565
+2,985
| +24% | +$285K | 0.11% | 111 |
|
|
2023
Q1 | $1.28M | Buy |
12,580
+256
| +2% | +$26K | 0.11% | 95 |
|
|
2022
Q4 | $1.28M | Buy |
12,324
+206
| +2% | +$21.4K | 0.12% | 90 |
|
|
2022
Q3 | $978K | Buy |
12,118
+2,449
| +25% | +$198K | 0.09% | 107 |
|
|
2022
Q2 | $793K | Sell |
9,669
-41
| -0.4% | -$3.36K | 0.07% | 121 |
|
|
2022
Q1 | $839K | Buy |
9,710
+992
| +11% | +$85.7K | 0.07% | 135 |
|
|
2021
Q4 | $632K | Buy |
8,718
+2,520
| +41% | +$183K | 0.05% | 148 |
|
|
2021
Q3 | $434K | Buy |
6,198
+2,896
| +88% | +$203K | 0.04% | 153 |
|
|
2021
Q2 | $283K | Buy |
+3,302
| New | +$283K | 0.03% | 135 |
|