Tanager Wealth Management’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 | $407K | Buy |
3,413
+25
| +0.7% | +$2.98K | 0.05% | 83 |
|
|
2025
Q1 | $418K | Buy |
3,388
+100
| +3% | +$12.3K | 0.05% | 77 |
|
|
2024
Q4 | $375K | Buy |
3,288
+8
| +0.2% | +$911 | 0.05% | 74 |
|
|
2024
Q3 | $431K | Sell |
3,280
-49
| -1% | -$6.44K | 0.06% | 71 |
|
|
2024
Q2 | $470K | Hold |
3,329
| – | – | 0.07% | 60 |
|
|
2024
Q1 | $544K | Buy |
3,329
+49
| +1% | +$8K | 0.09% | 53 |
|
|
2023
Q4 | $437K | Hold |
3,280
| – | – | 0.08% | 58 |
|
|
2023
Q3 | $394K | Buy |
3,280
+3
| +0.1% | +$360 | 0.08% | 55 |
|
|
2023
Q2 | $313K | Buy |
3,277
+6
| +0.2% | +$572 | 0.07% | 67 |
|
|
2023
Q1 | $332K | Hold |
3,271
| – | – | 0.08% | 57 |
|
|
2022
Q4 | $340K | Buy |
3,271
+184
| +6% | +$19.2K | 0.09% | 55 |
|
|
2022
Q3 | $249K | Hold |
3,087
| – | – | 0.2% | 39 |
|
|
2022
Q2 | $253K | Buy |
+3,087
| New | +$253K | 0.21% | 35 |
|