Thurston Springer Miller Herd & Titak’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
$4.86M Buy
40,743
+7,492
+23% +$894K 0.63% 32
2025
Q1
$4.11M Buy
33,251
+9,020
+37% +$1.11M 0.69% 28
2024
Q4
$2.76M Buy
24,231
+6,442
+36% +$734K 0.56% 36
2024
Q3
$2.34M Buy
17,789
+2,122
+14% +$279K 0.64% 25
2024
Q2
$2.21M Buy
+15,667
New +$2.21M 0.69% 18