Sutton Place Investors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,982
| Closed | -$226K | – | 131 |
|
|
2024
Q4 | $226K | Sell |
1,982
-11
| -0.6% | -$1.25K | 0.13% | 121 |
|
|
2024
Q3 | $262K | Buy |
1,993
+15
| +0.8% | +$1.97K | 0.16% | 102 |
|
|
2024
Q2 | $279K | Sell |
1,978
-4,303
| -69% | -$607K | 0.19% | 94 |
|
|
2024
Q1 | $1.03M | Buy |
6,281
+1,865
| +42% | +$305K | 0.51% | 59 |
|
|
2023
Q4 | $588K | Buy |
+4,416
| New | +$588K | 0.43% | 78 |
|