Vectors Research 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 | $368K | Hold |
3,081
| – | – | 0.13% | 95 |
|
|
2025
Q1 | $380K | Hold |
3,081
| – | – | 0.13% | 92 |
|
|
2024
Q4 | $351K | Sell |
3,081
-147
| -5% | -$16.7K | 0.12% | 96 |
|
|
2024
Q3 | $428K | Sell |
3,228
-310
| -9% | -$41.1K | 0.13% | 98 |
|
|
2024
Q2 | $499K | Buy |
3,538
+2
| +0.1% | +$282 | 0.15% | 95 |
|
|
2024
Q1 | $578K | Buy |
3,536
+3
| +0.1% | +$490 | 0.16% | 98 |
|
|
2023
Q4 | $473K | Buy |
3,533
+2
| +0.1% | +$268 | 0.13% | 105 |
|
|
2023
Q3 | $425K | Sell |
3,531
-97
| -3% | -$11.7K | 0.14% | 101 |
|
|
2023
Q2 | $346K | Hold |
3,628
| – | – | 0.1% | 116 |
|
|
2023
Q1 | $368K | Hold |
3,628
| – | – | 0.09% | 112 |
|
|
2022
Q4 | $378K | Buy |
3,628
+100
| +3% | +$10.4K | 0.1% | 111 |
|
|
2022
Q3 | $285K | Hold |
3,528
| – | – | 0.08% | 118 |
|
|
2022
Q2 | $289K | Sell |
3,528
-63
| -2% | -$5.16K | 0.07% | 129 |
|
|
2022
Q1 | $310K | Sell |
3,591
-188
| -5% | -$16.2K | 0.07% | 127 |
|
|
2021
Q4 | $274K | Buy |
3,779
+98
| +3% | +$7.11K | 0.06% | 144 |
|
|
2021
Q3 | $258K | Sell |
3,681
-100
| -3% | -$7.01K | 0.06% | 137 |
|
|
2021
Q2 | $324K | Hold |
3,781
| – | – | 0.08% | 127 |
|
|
2021
Q1 | $308K | Buy |
3,781
+300
| +9% | +$24.4K | 0.08% | 118 |
|
|
2020
Q4 | $243K | Sell |
3,481
-50
| -1% | -$3.49K | 0.07% | 120 |
|
|
2020
Q3 | $167K | Buy |
3,531
+300
| +9% | +$14.2K | 0.06% | 127 |
|
|
2020
Q2 | $232K | Hold |
3,231
| – | – | 0.09% | 108 |
|
|
2020
Q1 | $173K | Sell |
3,231
-196
| -6% | -$10.5K | 0.08% | 112 |
|
|
2019
Q4 | $382K | Buy |
3,427
+263
| +8% | +$29.3K | 0.15% | 87 |
|
|
2019
Q3 | $324K | Hold |
3,164
| – | – | 0.16% | 91 |
|
|
2019
Q2 | $296K | Hold |
3,164
| – | – | 0.16% | 89 |
|
|
2019
Q1 | $301K | Buy |
3,164
+2,977
| +1,592% | +$283K | 0.17% | 85 |
|
|
2018
Q4 | $16K | Sell |
187
-3,023
| -94% | -$259K | 0.01% | 362 |
|
|
2018
Q3 | $355K | Buy |
+3,210
| New | +$355K | 0.22% | 77 |
|