Truvestments Capital’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 | $14.1K | Sell |
118
-177
| -60% | -$21.1K | ﹤0.01% | 599 |
|
|
2025
Q1 | $36.4K | Sell |
295
-30
| -9% | -$3.7K | 0.01% | 455 |
|
|
2024
Q4 | $37.1K | Buy |
325
+207
| +175% | +$23.6K | 0.01% | 418 |
|
|
2024
Q3 | $15.5K | Buy |
+118
| New | +$15.5K | ﹤0.01% | 526 |
|
|
2024
Q2 | – | Sell |
-118
| Closed | -$19.3K | – | 566 |
|
|
2024
Q1 | $19.3K | Hold |
118
| – | – | 0.01% | 441 |
|
|
2023
Q4 | $15.7K | Hold |
118
| – | – | 0.01% | 475 |
|
|
2023
Q3 | $14.2K | Hold |
118
| – | – | 0.01% | 419 |
|
|
2023
Q2 | $11.3K | Hold |
118
| – | – | 0.01% | 441 |
|
|
2023
Q1 | $12K | Sell |
118
-28
| -19% | -$2.84K | 0.01% | 421 |
|
|
2022
Q4 | $15.2K | Buy |
146
+28
| +24% | +$2.91K | 0.01% | 414 |
|
|
2022
Q3 | $10K | Hold |
118
| – | – | 0.01% | 411 |
|
|
2022
Q2 | $10K | Buy |
+118
| New | +$10K | 0.01% | 415 |
|
|
2022
Q1 | – | Sell |
-118
| Closed | -$9K | – | 447 |
|
|
2021
Q4 | $9K | Hold |
118
| – | – | ﹤0.01% | 410 |
|
|
2021
Q3 | $8K | Sell |
118
-12
| -9% | -$814 | ﹤0.01% | 407 |
|
|
2021
Q2 | $11K | Sell |
130
-106
| -45% | -$8.97K | 0.01% | 382 |
|
|
2021
Q1 | $20K | Buy |
236
+118
| +100% | +$10K | 0.01% | 373 |
|
|
2020
Q4 | $8K | Hold |
118
| – | – | 0.01% | 458 |
|
|
2020
Q3 | $6K | Hold |
118
| – | – | 0.01% | 271 |
|
|
2020
Q2 | $8K | Hold |
118
| – | – | 0.01% | 407 |
|
|
2020
Q1 | $6K | Buy |
+118
| New | +$6K | 0.01% | 404 |
|
|
2019
Q4 | – | Sell |
-514
| Closed | -$53K | – | 466 |
|
|
2019
Q3 | $53K | Hold |
514
| – | – | 0.03% | 256 |
|
|
2019
Q2 | $48K | Hold |
514
| – | – | 0.03% | 288 |
|
|
2019
Q1 | $49K | Buy |
+514
| New | +$49K | 0.04% | 277 |
|
|
2018
Q3 | $159K | Buy |
+1,407
| New | +$159K | 0.08% | 195 |
|