Tradewinds LLC’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 | – | Sell |
-5,404
| Closed | -$667K | – | 211 |
|
|
2025
Q1 | $667K | Sell |
5,404
-153
| -3% | -$18.9K | 0.19% | 97 |
|
|
2024
Q4 | $720K | Sell |
5,557
-454
| -8% | -$58.9K | 0.2% | 90 |
|
|
2024
Q3 | $790K | Sell |
6,011
-15
| -0.2% | -$1.97K | 0.24% | 85 |
|
|
2024
Q2 | $851K | Buy |
+6,026
| New | +$851K | 0.26% | 73 |
|
|
2023
Q3 | $579K | Sell |
4,816
-75
| -2% | -$9.01K | 0.34% | 49 |
|
|
2023
Q2 | $466K | Buy |
4,891
+177
| +4% | +$16.9K | 0.27% | 65 |
|
|
2023
Q1 | $478K | Buy |
4,714
+1,826
| +63% | +$185K | 0.29% | 65 |
|
|
2022
Q4 | $292K | Sell |
2,888
-1,824
| -39% | -$185K | 0.19% | 91 |
|
|
2022
Q3 | $380K | Buy |
4,712
+95
| +2% | +$7.66K | 0.28% | 69 |
|
|
2022
Q2 | $379K | Buy |
+4,617
| New | +$379K | 0.26% | 75 |
|