TFC Financial 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 | $94.6K | Buy |
793
+6
| +0.8% | +$715 | 0.01% | 206 |
|
|
2025
Q1 | $97.1K | Hold |
787
| – | – | 0.01% | 194 |
|
|
2024
Q4 | $89.6K | Buy |
787
+572
| +266% | +$65.1K | 0.01% | 201 |
|
|
2024
Q3 | $28.2K | Hold |
215
| – | – | ﹤0.01% | 300 |
|
|
2024
Q2 | $30.3K | Sell |
215
-17
| -7% | -$2.4K | 0.01% | 279 |
|
|
2024
Q1 | $37.8K | Buy |
232
+2
| +0.9% | +$326 | 0.01% | 255 |
|
|
2023
Q4 | $30.6K | Hold |
230
| – | – | 0.01% | 263 |
|
|
2023
Q3 | $27.6K | Hold |
230
| – | – | 0.01% | 263 |
|
|
2023
Q2 | $21.9K | Buy |
230
+6
| +3% | +$571 | 0.01% | 281 |
|
|
2023
Q1 | $22.7K | Buy |
224
+8
| +4% | +$810 | 0.01% | 303 |
|
|
2022
Q4 | $22.4K | Buy |
216
+1
| +0.5% | +$104 | 0.01% | 250 |
|
|
2022
Q3 | $17K | Hold |
215
| – | – | 0.01% | 263 |
|
|
2022
Q2 | $18K | Hold |
215
| – | – | 0.01% | 264 |
|
|
2022
Q1 | $19K | Hold |
215
| – | – | 0.01% | 263 |
|
|
2021
Q4 | $16K | Hold |
215
| – | – | ﹤0.01% | 295 |
|
|
2021
Q3 | $15K | Hold |
215
| – | – | 0.01% | 299 |
|
|
2021
Q2 | $18K | Hold |
215
| – | – | 0.01% | 281 |
|
|
2021
Q1 | $18K | Hold |
215
| – | – | 0.01% | 265 |
|
|
2020
Q4 | $15K | Hold |
215
| – | – | 0.01% | 283 |
|
|
2020
Q3 | $11K | Buy |
+215
| New | +$11K | 0.01% | 291 |
|