Venture Visionary Partners’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 | $8.3M | Sell |
69,551
-1,041
| -1% | -$124K | 0.31% | 80 |
|
|
2025
Q1 | $8.72M | Buy |
70,592
+396
| +0.6% | +$48.9K | 0.37% | 71 |
|
|
2024
Q4 | $8M | Buy |
70,196
+2,314
| +3% | +$264K | 0.34% | 75 |
|
|
2024
Q3 | $8.92M | Sell |
67,882
-5,190
| -7% | -$682K | 0.39% | 72 |
|
|
2024
Q2 | $10.3M | Buy |
73,072
+2,999
| +4% | +$423K | 0.47% | 52 |
|
|
2024
Q1 | $11.4M | Buy |
70,073
+378
| +0.5% | +$61.7K | 0.54% | 45 |
|
|
2023
Q4 | $9.28M | Buy |
69,695
+5,268
| +8% | +$701K | 0.49% | 51 |
|
|
2023
Q3 | $7.74M | Sell |
64,427
-9,731
| -13% | -$1.17M | 0.47% | 58 |
|
|
2023
Q2 | $7.07M | Buy |
74,158
+1,040
| +1% | +$99.2K | 0.42% | 65 |
|
|
2023
Q1 | $7.41M | Buy |
73,118
+10,736
| +17% | +$1.09M | 0.47% | 56 |
|
|
2022
Q4 | $6.49M | Buy |
62,382
+5,931
| +11% | +$617K | 0.47% | 56 |
|
|
2022
Q3 | $4.56M | Buy |
56,451
+13,079
| +30% | +$1.06M | 0.37% | 64 |
|
|
2022
Q2 | $3.56M | Buy |
43,372
+2,757
| +7% | +$226K | 0.27% | 85 |
|
|
2022
Q1 | $3.51M | Buy |
40,615
+16,348
| +67% | +$1.41M | 0.23% | 94 |
|
|
2021
Q4 | $1.71M | Buy |
24,267
+1,465
| +6% | +$103K | 0.11% | 155 |
|
|
2021
Q3 | $1.59M | Buy |
22,802
+4,857
| +27% | +$339K | 0.11% | 158 |
|
|
2021
Q2 | $1.55M | Buy |
17,945
+4,579
| +34% | +$394K | 0.12% | 154 |
|
|
2021
Q1 | $1.09M | Buy |
13,366
+3,165
| +31% | +$258K | 0.09% | 186 |
|
|
2020
Q4 | $713K | Buy |
+10,201
| New | +$713K | 0.08% | 190 |
|