USA Financial Formulas’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,429
| Closed | -$1.38M | – | 369 |
|
|
2024
Q1 | $1.38M | Buy |
8,429
+1,471
| +21% | +$240K | 0.22% | 35 |
|
|
2023
Q4 | $926K | Buy |
6,958
+360
| +5% | +$47.9K | 0.16% | 72 |
|
|
2023
Q3 | $793K | Hold |
6,598
| – | – | 1.18% | 16 |
|
|
2023
Q2 | $629K | Sell |
6,598
-1,516
| -19% | -$145K | 0.97% | 39 |
|
|
2023
Q1 | $823K | Buy |
+8,114
| New | +$823K | 1.33% | 30 |
|
|
2022
Q3 | $1.05M | Buy |
13,040
+3,536
| +37% | +$286K | 1.66% | 30 |
|
|
2022
Q2 | $779K | Buy |
+9,504
| New | +$779K | 0.97% | 45 |
|