TFO
Tarbox Family Office’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Buy |
2,012
+21
| +1% | +$2.51K | 0.04% | 108 |
|
|
2025
Q1 | $246K | Hold |
1,991
| – | – | 0.04% | 105 |
|
|
2024
Q4 | $227K | Hold |
1,991
| – | – | 0.04% | 104 |
|
|
2024
Q3 | $262K | Hold |
1,991
| – | – | 0.04% | 102 |
|
|
2024
Q2 | $281K | Hold |
1,991
| – | – | 0.05% | 90 |
|
|
2024
Q1 | $325K | Sell |
1,991
-200
| -9% | -$32.7K | 0.06% | 82 |
|
|
2023
Q4 | $292K | Hold |
2,191
| – | – | 0.06% | 78 |
|
|
2023
Q3 | $263K | Hold |
2,191
| – | – | 0.05% | 86 |
|
|
2023
Q2 | $209K | Hold |
2,191
| – | – | 0.04% | 97 |
|
|
2023
Q1 | $222K | Hold |
2,191
| – | – | 0.04% | 93 |
|
|
2022
Q4 | $228K | Buy |
+2,191
| New | +$228K | 0.05% | 90 |
|
|
2022
Q2 | – | Sell |
-2,191
| Closed | -$189K | – | 767 |
|
|
2022
Q1 | $189K | Sell |
2,191
-84
| -4% | -$7.25K | 0.04% | 97 |
|
|
2021
Q4 | $165K | Sell |
2,275
-46
| -2% | -$3.34K | 0.03% | 132 |
|
|
2021
Q3 | $163K | Sell |
2,321
-4
| -0.2% | -$281 | 0.03% | 142 |
|
|
2021
Q2 | $200K | Buy |
2,325
+250
| +12% | +$21.5K | 0.04% | 137 |
|
|
2021
Q1 | $169K | Hold |
2,075
| – | – | 0.03% | 128 |
|
|
2020
Q4 | $145K | Buy |
2,075
+97
| +5% | +$6.78K | 0.03% | 130 |
|
|
2020
Q3 | $103K | Sell |
1,978
-3
| -0.2% | -$156 | 0.03% | 142 |
|
|
2020
Q2 | $142K | Sell |
1,981
-99
| -5% | -$7.1K | 0.04% | 124 |
|
|
2020
Q1 | $112K | Buy |
2,080
+53
| +3% | +$2.85K | 0.04% | 128 |
|
|
2019
Q4 | $226K | Buy |
2,027
+3
| +0.1% | +$334 | 0.06% | 105 |
|
|
2019
Q3 | $207K | Hold |
2,024
| – | – | 0.06% | 88 |
|
|
2019
Q2 | $189K | Buy |
2,024
+58
| +3% | +$5.42K | 0.06% | 92 |
|
|
2019
Q1 | $187K | Hold |
1,966
| – | – | 0.07% | 91 |
|
|
2018
Q4 | $169K | Sell |
1,966
-67
| -3% | -$5.76K | 0.07% | 91 |
|
|
2018
Q3 | $229K | Sell |
2,033
-544
| -21% | -$61.3K | 0.08% | 86 |
|
|
2018
Q2 | $289K | Hold |
2,577
| – | – | 0.11% | 63 |
|
|
2018
Q1 | $247K | Buy |
2,577
+10
| +0.4% | +$958 | 0.1% | 75 |
|
|
2017
Q4 | $260K | Hold |
2,567
| – | – | 0.1% | 64 |
|
|
2017
Q3 | $235K | Buy |
2,567
+18
| +0.7% | +$1.65K | 0.1% | 68 |
|
|
2017
Q2 | $211K | Buy |
2,549
+1,750
| +219% | +$145K | 0.1% | 70 |
|
|
2017
Q1 | $63K | Hold |
799
| – | – | 0.03% | 123 |
|
|
2016
Q4 | $69K | Hold |
799
| – | – | 0.04% | 94 |
|
|
2016
Q3 | $64K | Buy |
799
+10
| +1% | +$801 | 0.04% | 94 |
|
|
2016
Q2 | $63K | Sell |
789
-21
| -3% | -$1.68K | 0.05% | 93 |
|
|
2016
Q1 | $70K | Sell |
810
-18
| -2% | -$1.56K | 0.05% | 89 |
|
|
2015
Q4 | $68K | Sell |
828
-23
| -3% | -$1.89K | 0.06% | 81 |
|
|
2015
Q3 | $65K | Buy |
851
+3
| +0.4% | +$229 | 0.06% | 83 |
|
|
2015
Q2 | $68K | Hold |
848
| – | – | 0.06% | 82 |
|
|
2015
Q1 | $67K | Hold |
848
| – | – | 0.06% | 82 |
|
|
2014
Q4 | $61K | Sell |
848
-7
| -0.8% | -$504 | 0.06% | 86 |
|
|
2014
Q3 | $69K | Buy |
855
+29
| +4% | +$2.34K | 0.06% | 88 |
|
|
2014
Q2 | $66K | Hold |
826
| – | – | 0.06% | 89 |
|
|
2014
Q1 | $65K | Sell |
826
-1
| -0.1% | -$79 | 0.06% | 98 |
|
|
2013
Q4 | $64K | Buy |
+827
| New | +$64K | 0.05% | 113 |
|