Vanguard Personalized Indexing Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.32M | Buy |
52,947
+8,461
| +19% | +$1.01M | 0.07% | 235 |
|
|
2025
Q1 | $5.49M | Buy |
44,486
+5,454
| +14% | +$673K | 0.08% | 221 |
|
|
2024
Q4 | $4.45M | Buy |
39,032
+1,552
| +4% | +$177K | 0.07% | 252 |
|
|
2024
Q3 | $4.93M | Buy |
37,480
+665
| +2% | +$87.4K | 0.08% | 217 |
|
|
2024
Q2 | $5.02M | Buy |
36,815
+2,330
| +7% | +$318K | 0.1% | 175 |
|
|
2024
Q1 | $5.63M | Buy |
34,485
+999
| +3% | +$163K | 0.12% | 150 |
|
|
2023
Q4 | $4.46M | Buy |
33,486
+4,219
| +14% | +$562K | 0.11% | 157 |
|
|
2023
Q3 | $3.52M | Buy |
29,267
+2,175
| +8% | +$261K | 0.11% | 180 |
|
|
2023
Q2 | $2.58M | Buy |
27,092
+1,906
| +8% | +$182K | 0.08% | 242 |
|
|
2023
Q1 | $2.55M | Buy |
25,186
+2,165
| +9% | +$219K | 0.09% | 229 |
|
|
2022
Q4 | $2.4M | Sell |
23,021
-1,657
| -7% | -$172K | 0.1% | 212 |
|
|
2022
Q3 | $1.99M | Buy |
24,678
+6,094
| +33% | +$492K | 0.09% | 229 |
|
|
2022
Q2 | $1.52M | Buy |
18,584
+6,429
| +53% | +$527K | 0.07% | 272 |
|
|
2022
Q1 | $1.05M | Buy |
12,155
+4,358
| +56% | +$376K | 0.05% | 427 |
|
|
2021
Q4 | $565K | Buy |
7,797
+3,104
| +66% | +$225K | 0.03% | 650 |
|
|
2021
Q3 | $329K | Sell |
4,693
-2,631
| -36% | -$184K | 0.03% | 726 |
|
|
2021
Q2 | $629K | Buy |
7,324
+1,852
| +34% | +$159K | 0.07% | 384 |
|
|
2021
Q1 | $446K | Buy |
+5,472
| New | +$446K | 0.07% | 351 |
|