Wedmont Private Capital’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 | $1.49M | Buy |
11,434
+4,853
| +74% | +$633K | 0.06% | 195 |
|
|
2025
Q1 | $641K | Sell |
6,581
-275
| -4% | -$26.8K | 0.03% | 322 |
|
|
2024
Q4 | $781K | Buy |
6,856
+847
| +14% | +$96.5K | 0.04% | 278 |
|
|
2024
Q3 | $832K | Sell |
6,009
-1,285
| -18% | -$178K | 0.05% | 236 |
|
|
2024
Q2 | $1.01M | Buy |
7,294
+2,341
| +47% | +$325K | 0.06% | 194 |
|
|
2024
Q1 | $819K | Buy |
4,953
+831
| +20% | +$137K | 0.06% | 215 |
|
|
2023
Q4 | $552K | Buy |
4,122
+983
| +31% | +$132K | 0.05% | 282 |
|
|
2023
Q3 | $349K | Buy |
3,139
+270
| +9% | +$30K | 0.04% | 335 |
|
|
2023
Q2 | $288K | Sell |
2,869
-877
| -23% | -$88.1K | 0.03% | 384 |
|
|
2023
Q1 | $393K | Buy |
3,746
+1,066
| +40% | +$112K | 0.05% | 267 |
|
|
2022
Q4 | $283K | Buy |
+2,680
| New | +$283K | 0.04% | 345 |
|