Symphony 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 | $618K | Buy |
+5,243
| New | +$618K | 0.08% | 137 |
|
|
2025
Q1 | – | Sell |
-4,936
| Closed | -$595K | – | 182 |
|
|
2024
Q4 | $595K | Sell |
4,936
-167
| -3% | -$20.1K | 0.09% | 129 |
|
|
2024
Q3 | $669K | Buy |
5,103
+240
| +5% | +$31.5K | 0.11% | 120 |
|
|
2024
Q2 | $678K | Sell |
4,863
-139
| -3% | -$19.4K | 0.12% | 117 |
|
|
2024
Q1 | $817K | Buy |
5,002
+302
| +6% | +$49.3K | 0.19% | 96 |
|
|
2023
Q4 | $609K | Buy |
4,700
+431
| +10% | +$55.8K | 0.13% | 119 |
|
|
2023
Q3 | $508K | Sell |
4,269
-74
| -2% | -$8.81K | 0.12% | 108 |
|
|
2023
Q2 | $411K | Sell |
4,343
-82
| -2% | -$7.75K | 0.1% | 131 |
|
|
2023
Q1 | $442K | Sell |
4,425
-574
| -11% | -$57.4K | 0.11% | 149 |
|
|
2022
Q4 | $503K | Sell |
4,999
-7,127
| -59% | -$718K | 0.13% | 135 |
|
|
2022
Q3 | $978K | Buy |
12,126
+7,309
| +152% | +$589K | 0.32% | 71 |
|
|
2022
Q2 | $407K | Sell |
4,817
-710
| -13% | -$60K | 0.12% | 144 |
|
|
2022
Q1 | $459K | Buy |
5,527
+914
| +20% | +$75.9K | 0.11% | 134 |
|
|
2021
Q4 | $349K | Buy |
4,613
+210
| +5% | +$15.9K | 0.1% | 131 |
|
|
2021
Q3 | $308K | Sell |
4,403
-793
| -15% | -$55.5K | 0.11% | 131 |
|
|
2021
Q2 | $444K | Sell |
5,196
-794
| -13% | -$67.8K | 0.15% | 105 |
|
|
2021
Q1 | $484K | Buy |
5,990
+2,156
| +56% | +$174K | 0.13% | 114 |
|
|
2020
Q4 | $268K | Sell |
3,834
-464
| -11% | -$32.4K | 0.1% | 135 |
|
|
2020
Q3 | $223K | Sell |
4,298
-1,155
| -21% | -$59.9K | 0.09% | 127 |
|
|
2020
Q2 | $392K | Buy |
5,453
+728
| +15% | +$52.3K | 0.19% | 95 |
|
|
2020
Q1 | $256K | Buy |
+4,725
| New | +$256K | 0.18% | 80 |
|