TFG Advisers’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 | $261K | Sell |
2,189
-120
| -5% | -$14.3K | 0.09% | 191 |
|
|
2025
Q1 | $285K | Sell |
2,309
-120
| -5% | -$14.8K | 0.1% | 173 |
|
|
2024
Q4 | $277K | Buy |
2,429
+12
| +0.5% | +$1.37K | 0.1% | 177 |
|
|
2024
Q3 | $318K | Sell |
2,417
-27
| -1% | -$3.55K | 0.11% | 162 |
|
|
2024
Q2 | $345K | Buy |
2,444
+175
| +8% | +$24.7K | 0.13% | 150 |
|
|
2024
Q1 | $371K | Buy |
2,269
+9
| +0.4% | +$1.47K | 0.15% | 144 |
|
|
2023
Q4 | $301K | Buy |
2,260
+54
| +2% | +$7.19K | 0.13% | 153 |
|
|
2023
Q3 | $265K | Buy |
+2,206
| New | +$265K | 0.12% | 160 |
|
|
2020
Q3 | – | Sell |
-3,436
| Closed | -$247K | – | 177 |
|
|
2020
Q2 | $247K | Buy |
+3,436
| New | +$247K | 0.16% | 137 |
|
|
2020
Q1 | – | Sell |
-3,373
| Closed | -$375K | – | 374 |
|
|
2019
Q4 | $375K | Sell |
3,373
-74
| -2% | -$8.23K | 0.21% | 113 |
|
|
2019
Q3 | $353K | Buy |
3,447
+23
| +0.7% | +$2.36K | 0.23% | 113 |
|
|
2019
Q2 | $320K | Sell |
3,424
-24
| -0.7% | -$2.24K | 0.22% | 118 |
|
|
2019
Q1 | $328K | Buy |
3,448
+23
| +0.7% | +$2.19K | 0.24% | 115 |
|
|
2018
Q4 | $295K | Buy |
+3,425
| New | +$295K | 0.25% | 118 |
|