Verity & Verity’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 | $12.7M | Buy |
106,103
+1,481
| +1% | +$177K | 1.09% | 43 |
|
|
2025
Q1 | $12.9M | Buy |
104,622
+14,362
| +16% | +$1.77M | 1.13% | 43 |
|
|
2024
Q4 | $10.3M | Buy |
90,260
+22,719
| +34% | +$2.59M | 0.94% | 46 |
|
|
2024
Q3 | $8.88M | Buy |
67,541
+2,416
| +4% | +$318K | 0.87% | 50 |
|
|
2024
Q2 | $9.19M | Buy |
65,125
+2,027
| +3% | +$286K | 1% | 50 |
|
|
2024
Q1 | $10.3M | Sell |
63,098
-2,396
| -4% | -$391K | 1.15% | 43 |
|
|
2023
Q4 | $8.72M | Buy |
65,494
+6,286
| +11% | +$837K | 1% | 42 |
|
|
2023
Q3 | $7.11M | Buy |
+59,208
| New | +$7.11M | 0.89% | 49 |
|