VT
Vise Technologies’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Buy |
+17,531
| New | +$2.09M | 0.09% | 246 |
|
|
2024
Q4 | $1.08M | Buy |
9,449
+3,674
| +64% | +$419K | 0.09% | 233 |
|
|
2024
Q3 | $759K | Buy |
5,775
+2,128
| +58% | +$280K | 0.1% | 202 |
|
|
2024
Q2 | $515K | Buy |
3,647
+656
| +22% | +$92.6K | 0.09% | 218 |
|
|
2024
Q1 | $489K | Sell |
2,991
-1,014
| -25% | -$166K | 0.1% | 208 |
|
|
2023
Q4 | $533K | Sell |
4,005
-2,719
| -40% | -$362K | 0.11% | 179 |
|
|
2023
Q3 | $808K | Buy |
6,724
+801
| +14% | +$96.2K | 0.2% | 120 |
|
|
2023
Q2 | $565K | Sell |
5,923
-286
| -5% | -$27.3K | 0.14% | 162 |
|
|
2023
Q1 | $629K | Buy |
6,209
+2,253
| +57% | +$228K | 0.17% | 139 |
|
|
2022
Q4 | $412K | Buy |
+3,956
| New | +$412K | 0.13% | 180 |
|
|
2022
Q3 | – | Sell |
-4,737
| Closed | -$388K | – | 334 |
|
|
2022
Q2 | $388K | Sell |
4,737
-1,914
| -29% | -$157K | 0.15% | 161 |
|
|
2022
Q1 | $575K | Sell |
6,651
-1,866
| -22% | -$161K | 0.22% | 113 |
|
|
2021
Q4 | $617K | Buy |
+8,517
| New | +$617K | 0.17% | 83 |
|