WCM Investment Management’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 | – | Sell |
-23,395
| Closed | -$2.85M | – | 274 |
|
|
2025
Q1 | $2.85M | Sell |
23,395
-838
| -3% | -$102K | 0.01% | 215 |
|
|
2024
Q4 | $2.71M | Buy |
24,233
+14,343
| +145% | +$1.61M | 0.01% | 216 |
|
|
2024
Q3 | $1.3M | Buy |
9,890
+7,480
| +310% | +$980K | ﹤0.01% | 237 |
|
|
2024
Q2 | $336K | Buy |
2,410
+1,109
| +85% | +$155K | ﹤0.01% | 248 |
|
|
2024
Q1 | $213K | Buy |
+1,301
| New | +$213K | ﹤0.01% | 244 |
|