Thoroughbred Financial Services’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 | $1.01M | Sell |
8,478
-3,295
| -28% | -$393K | 0.07% | 268 |
|
|
2025
Q1 | $1.45M | Buy |
11,773
+744
| +7% | +$91.8K | 0.09% | 215 |
|
|
2024
Q4 | $1.26M | Buy |
11,029
+655
| +6% | +$74.6K | 0.08% | 242 |
|
|
2024
Q3 | $1.36M | Sell |
10,374
-9
| -0.1% | -$1.18K | 0.09% | 213 |
|
|
2024
Q2 | $1.47M | Buy |
10,383
+1,848
| +22% | +$261K | 0.1% | 198 |
|
|
2024
Q1 | $1.39M | Sell |
8,535
-2,191
| -20% | -$358K | 0.13% | 151 |
|
|
2023
Q4 | $1.43M | Hold |
10,726
| – | – | 0.12% | 179 |
|
|
2023
Q3 | $1.29M | Buy |
10,726
+2,903
| +37% | +$349K | 0.13% | 175 |
|
|
2023
Q2 | $746K | Sell |
7,823
-17
| -0.2% | -$1.62K | 0.1% | 201 |
|
|
2023
Q1 | $794K | Sell |
7,840
-216
| -3% | -$21.9K | 0.12% | 181 |
|
|
2022
Q4 | $838K | Buy |
8,056
+404
| +5% | +$42K | 0.14% | 168 |
|
|
2022
Q3 | $617K | Sell |
7,652
-17
| -0.2% | -$1.37K | 0.12% | 177 |
|
|
2022
Q2 | $628K | Buy |
7,669
+26
| +0.3% | +$2.13K | 0.12% | 182 |
|
|
2022
Q1 | $660K | Buy |
7,643
+4,713
| +161% | +$407K | 0.11% | 194 |
|
|
2021
Q4 | $212K | Buy |
+2,930
| New | +$212K | 0.04% | 317 |
|
|
2020
Q4 | – | Sell |
-5,984
| Closed | -$310K | – | 246 |
|
|
2020
Q3 | $310K | Sell |
5,984
-1,104
| -16% | -$57.2K | 0.12% | 169 |
|
|
2020
Q2 | $510K | Sell |
7,088
-2,013
| -22% | -$145K | 0.21% | 121 |
|
|
2020
Q1 | $488K | Sell |
9,101
-1,437
| -14% | -$77.1K | 0.17% | 140 |
|
|
2019
Q4 | $1.17M | Buy |
10,538
+809
| +8% | +$90.1K | 0.39% | 76 |
|
|
2019
Q3 | $996K | Buy |
9,729
+1,185
| +14% | +$121K | 0.38% | 85 |
|
|
2019
Q2 | $799K | Hold |
8,544
| – | – | 0.3% | 86 |
|
|
2019
Q1 | $813K | Buy |
8,544
+382
| +5% | +$36.3K | 0.34% | 88 |
|
|
2018
Q4 | $703K | Buy |
+8,162
| New | +$703K | 0.34% | 83 |
|