Vista Investment Partners’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 | $377K | Hold |
3,158
| – | – | 0.11% | 115 |
|
|
2025
Q1 | $390K | Hold |
3,158
| – | – | 0.12% | 120 |
|
|
2024
Q4 | $360K | Buy |
3,158
+248
| +9% | +$28.3K | 0.11% | 126 |
|
|
2024
Q3 | $383K | Hold |
2,910
| – | – | 0.12% | 119 |
|
|
2024
Q2 | $411K | Sell |
2,910
-5,407
| -65% | -$763K | 0.14% | 110 |
|
|
2024
Q1 | $1.36M | Buy |
8,317
+1,365
| +20% | +$223K | 0.46% | 65 |
|
|
2023
Q4 | $926K | Buy |
+6,952
| New | +$926K | 0.34% | 72 |
|