Trueblood Wealth Management’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 | $218K | Buy |
1,829
+7
| +0.4% | +$835 | 0.09% | 228 |
|
|
2025
Q1 | $225K | Buy |
1,822
+6
| +0.3% | +$741 | 0.1% | 212 |
|
|
2024
Q4 | $207K | Buy |
1,816
+6
| +0.3% | +$683 | 0.1% | 218 |
|
|
2024
Q3 | $238K | Sell |
1,810
-147
| -8% | -$19.3K | 0.12% | 200 |
|
|
2024
Q2 | $276K | Buy |
1,957
+5
| +0.3% | +$706 | 0.16% | 172 |
|
|
2024
Q1 | $319K | Sell |
1,952
-229
| -10% | -$37.4K | 0.18% | 149 |
|
|
2023
Q4 | $290K | Buy |
+2,181
| New | +$290K | 0.18% | 156 |
|