Tranquility Partners’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 | $223K | Sell |
1,866
-25
| -1% | -$2.98K | 0.08% | 201 |
|
|
2025
Q1 | $234K | Hold |
1,891
| – | – | 0.09% | 189 |
|
|
2024
Q4 | $215K | Hold |
1,891
| – | – | 0.08% | 199 |
|
|
2024
Q3 | $249K | Hold |
1,891
| – | – | 0.09% | 195 |
|
|
2024
Q2 | $267K | Hold |
1,891
| – | – | 0.1% | 188 |
|
|
2024
Q1 | $309K | Buy |
1,891
+25
| +1% | +$4.08K | 0.12% | 168 |
|
|
2023
Q4 | $248K | Hold |
1,866
| – | – | 0.1% | 181 |
|
|
2023
Q3 | $224K | Buy |
+1,866
| New | +$224K | 0.1% | 195 |
|
|
2022
Q2 | – | Sell |
-2,466
| Closed | -$213K | – | 229 |
|
|
2022
Q1 | $213K | Buy |
+2,466
| New | +$213K | 0.1% | 202 |
|
|
2020
Q1 | – | Sell |
-3,653
| Closed | -$407K | – | 158 |
|
|
2019
Q4 | $407K | Buy |
3,653
+1,258
| +53% | +$140K | 0.37% | 91 |
|
|
2019
Q3 | $245K | Hold |
2,395
| – | – | 0.26% | 124 |
|
|
2019
Q2 | $224K | Buy |
+2,395
| New | +$224K | 0.24% | 132 |
|