Van Strum & Towne’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 | $362K | Hold |
3,031
| – | – | 0.11% | 84 |
|
|
2025
Q1 | $374K | Hold |
3,031
| – | – | 0.13% | 84 |
|
|
2024
Q4 | $345K | Sell |
3,031
-350
| -10% | -$39.9K | 0.12% | 82 |
|
|
2024
Q3 | $444K | Hold |
3,381
| – | – | 0.15% | 72 |
|
|
2024
Q2 | $477K | Hold |
3,381
| – | – | 0.17% | 66 |
|
|
2024
Q1 | $552K | Hold |
3,381
| – | – | 0.2% | 62 |
|
|
2023
Q4 | $450K | Buy |
3,381
+100
| +3% | +$13.3K | 0.18% | 67 |
|
|
2023
Q3 | $394K | Buy |
+3,281
| New | +$394K | 0.17% | 64 |
|