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