Virginia Wealth Management Group’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 | $3.56M | Buy |
29,846
+709
| +2% | +$84.6K | 2.16% | 27 |
|
|
2025
Q1 | $3.6M | Sell |
29,137
-1,176
| -4% | -$145K | 2.22% | 24 |
|
|
2024
Q4 | $3.45M | Buy |
30,313
+246
| +0.8% | +$28K | 2.14% | 26 |
|
|
2024
Q3 | $3.95M | Buy |
30,067
+5,604
| +23% | +$737K | 2.48% | 17 |
|
|
2024
Q2 | $3.45M | Sell |
24,463
-118
| -0.5% | -$16.7K | 2.83% | 7 |
|
|
2024
Q1 | $4.02M | Sell |
24,581
-4,147
| -14% | -$677K | 3.28% | 6 |
|
|
2023
Q4 | $3.82M | Sell |
28,728
-2,651
| -8% | -$353K | 3.34% | 4 |
|
|
2023
Q3 | $3.77M | Sell |
31,379
-642
| -2% | -$77.1K | 2.55% | 11 |
|
|
2023
Q2 | $3.05M | Buy |
32,021
+39
| +0.1% | +$3.72K | 2.1% | 22 |
|
|
2023
Q1 | $3.24M | Sell |
31,982
-1,845
| -5% | -$187K | 2.22% | 17 |
|
|
2022
Q4 | $3.52M | Buy |
33,827
+191
| +0.6% | +$19.9K | 2.44% | 12 |
|
|
2022
Q3 | $2.72M | Buy |
33,636
+2,318
| +7% | +$187K | 2.03% | 17 |
|
|
2022
Q2 | $2.57M | Buy |
31,318
+801
| +3% | +$65.7K | 2.47% | 14 |
|
|
2022
Q1 | $2.49M | Buy |
30,517
+3,183
| +12% | +$260K | 2.23% | 18 |
|
|
2021
Q4 | $1.98M | Buy |
+27,334
| New | +$1.98M | 1.78% | 25 |
|