Wahed Invest’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 | $1.32M | Buy |
11,082
+543
| +5% | +$64.8K | 0.2% | 76 |
|
|
2025
Q1 | $1.3M | Buy |
10,539
+315
| +3% | +$38.9K | 0.23% | 71 |
|
|
2024
Q4 | $1.16M | Buy |
10,224
+65
| +0.6% | +$7.41K | 0.19% | 72 |
|
|
2024
Q3 | $1.34M | Buy |
10,159
+644
| +7% | +$84.7K | 0.24% | 69 |
|
|
2024
Q2 | $1.34M | Buy |
9,515
+1,099
| +13% | +$155K | 0.27% | 61 |
|
|
2024
Q1 | $1.37M | Buy |
8,416
+931
| +12% | +$152K | 0.31% | 55 |
|
|
2023
Q4 | $997K | Buy |
7,485
+140
| +2% | +$18.6K | 0.28% | 60 |
|
|
2023
Q3 | $883K | Buy |
7,345
+730
| +11% | +$87.7K | 0.29% | 59 |
|
|
2023
Q2 | $631K | Buy |
6,615
+632
| +11% | +$60.3K | 0.22% | 71 |
|
|
2023
Q1 | $607K | Sell |
5,983
-134
| -2% | -$13.6K | 0.26% | 67 |
|
|
2022
Q4 | $637K | Buy |
6,117
+573
| +10% | +$59.6K | 0.33% | 57 |
|
|
2022
Q3 | $448K | Buy |
5,544
+504
| +10% | +$40.7K | 0.27% | 68 |
|
|
2022
Q2 | $413K | Sell |
5,040
-458
| -8% | -$37.5K | 0.25% | 70 |
|
|
2022
Q1 | $475K | Buy |
5,498
+256
| +5% | +$22.1K | 0.28% | 80 |
|
|
2021
Q4 | $380K | Buy |
+5,242
| New | +$380K | 0.21% | 97 |
|