Tidal Investments’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28M | Buy |
19,143
+562
| +3% | +$67K | 0.01% | 648 |
|
|
2025
Q1 | $2.29M | Sell |
18,581
-4,335
| -19% | -$535K | 0.02% | 621 |
|
|
2024
Q4 | $2.61M | Buy |
22,916
+1,393
| +6% | +$159K | 0.02% | 584 |
|
|
2024
Q3 | $2.83M | Buy |
21,523
+2,274
| +12% | +$299K | 0.03% | 480 |
|
|
2024
Q2 | $2.72M | Sell |
19,249
-20,669
| -52% | -$2.92M | 0.04% | 423 |
|
|
2024
Q1 | $6.51M | Sell |
39,918
-420
| -1% | -$68.5K | 0.11% | 173 |
|
|
2023
Q4 | $5.37M | Buy |
40,338
+1,734
| +4% | +$231K | 0.13% | 132 |
|
|
2023
Q3 | $4.64M | Sell |
38,604
-2,745
| -7% | -$330K | 0.14% | 133 |
|
|
2023
Q2 | $3.94M | Buy |
41,349
+13,609
| +49% | +$1.3M | 0.12% | 165 |
|
|
2023
Q1 | $2.81M | Buy |
27,740
+5,020
| +22% | +$509K | 0.09% | 213 |
|
|
2022
Q4 | $2.37M | Buy |
22,720
+208
| +0.9% | +$21.7K | 0.09% | 244 |
|
|
2022
Q3 | $1.82M | Buy |
22,512
+3,213
| +17% | +$259K | 0.08% | 238 |
|
|
2022
Q2 | $1.58M | Buy |
19,299
+11,558
| +149% | +$947K | 0.06% | 278 |
|
|
2022
Q1 | $669K | Buy |
7,741
+4,053
| +110% | +$350K | 0.02% | 564 |
|
|
2021
Q4 | $267K | Buy |
+3,688
| New | +$267K | 0.01% | 795 |
|
|
2020
Q1 | – | Sell |
-1,982
| Closed | -$221K | – | 244 |
|
|
2019
Q4 | $221K | Buy |
+1,982
| New | +$221K | 0.09% | 175 |
|