Vident Advisory’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 | $1.92M | Buy |
16,064
+152
| +1% | +$18.1K | 0.02% | 516 |
|
2025
Q1 | $1.97M | Buy |
15,912
+3,850
| +32% | +$475K | 0.03% | 491 |
|
2024
Q4 | $1.37M | Buy |
12,062
+167
| +1% | +$19K | 0.02% | 533 |
|
2024
Q3 | $1.56M | Sell |
11,895
-5,876
| -33% | -$773K | 0.04% | 479 |
|
2024
Q2 | $2.51M | Buy |
17,771
+1,240
| +8% | +$175K | 0.07% | 299 |
|
2024
Q1 | $2.7M | Sell |
16,531
-3,096
| -16% | -$506K | 0.06% | 320 |
|
2023
Q4 | $2.61M | Sell |
19,627
-949
| -5% | -$126K | 0.07% | 313 |
|
2023
Q3 | $2.47M | Buy |
+20,576
| New | +$2.47M | 0.08% | 274 |
|