Tacita Capital’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 | $29.2K | Hold |
245
| – | – | 0.02% | 166 |
|
|
2025
Q1 | $30.3K | Hold |
245
| – | – | 0.02% | 157 |
|
|
2024
Q4 | $27.9K | Sell |
245
-146
| -37% | -$16.6K | 0.02% | 159 |
|
|
2024
Q3 | $51.4K | Hold |
391
| – | – | 0.03% | 146 |
|
|
2024
Q2 | $55.2K | Buy |
+391
| New | +$55.2K | 0.04% | 143 |
|
|
2023
Q1 | – | Sell |
-170
| Closed | -$18K | – | 193 |
|
|
2022
Q4 | $18K | Hold |
170
| – | – | 0.01% | 174 |
|
|
2022
Q3 | $14K | Hold |
170
| – | – | 0.01% | 175 |
|
|
2022
Q2 | $14K | Hold |
170
| – | – | 0.01% | 180 |
|
|
2022
Q1 | $15K | Buy |
+170
| New | +$15K | 0.01% | 187 |
|