TritonPoint Wealth’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 | $250K | Buy |
2,092
+54
| +3% | +$6.44K | 0.02% | 308 |
|
|
2025
Q1 | $252K | Buy |
+2,038
| New | +$252K | 0.02% | 309 |
|
|
2024
Q4 | – | Sell |
-1,800
| Closed | -$236K | – | 344 |
|
|
2024
Q3 | $236K | Buy |
1,800
+363
| +25% | +$47.6K | 0.02% | 306 |
|
|
2024
Q2 | $203K | Sell |
1,437
-324
| -18% | -$45.7K | 0.02% | 312 |
|
|
2024
Q1 | $234K | Sell |
1,761
-33
| -2% | -$4.39K | 0.02% | 296 |
|
|
2023
Q4 | $239K | Buy |
+1,794
| New | +$239K | 0.02% | 307 |
|