VeraBank’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 | $215K | Sell |
1,802
-15
| -0.8% | -$1.79K | 0.04% | 181 |
|
|
2025
Q1 | $224K | Buy |
1,817
+15
| +0.8% | +$1.85K | 0.06% | 137 |
|
|
2024
Q4 | $205K | Hold |
1,802
| – | – | 0.06% | 142 |
|
|
2024
Q3 | $237K | Hold |
1,802
| – | – | 0.07% | 136 |
|
|
2024
Q2 | $254K | Hold |
1,802
| – | – | 0.08% | 131 |
|
|
2024
Q1 | $294K | Hold |
1,802
| – | – | 0.09% | 118 |
|
|
2023
Q4 | $240K | Hold |
1,802
| – | – | 0.08% | 130 |
|
|
2023
Q3 | $217K | Buy |
+1,802
| New | +$217K | 0.08% | 129 |
|
|
2023
Q1 | – | Sell |
-1,927
| Closed | -$201K | – | 139 |
|
|
2022
Q4 | $201K | Buy |
+1,927
| New | +$201K | 0.1% | 129 |
|