WESPAC Advisors’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 |
-4,027
| Closed | -$497K | – | 188 |
|
|
2025
Q1 | $497K | Sell |
4,027
-158
| -4% | -$19.5K | 0.41% | 93 |
|
|
2024
Q4 | $477K | Buy |
4,185
+235
| +6% | +$26.8K | 0.35% | 99 |
|
|
2024
Q3 | $519K | Buy |
3,950
+222
| +6% | +$29.2K | 0.38% | 89 |
|
|
2024
Q2 | $526K | Sell |
3,728
-3,903
| -51% | -$551K | 0.41% | 85 |
|
|
2024
Q1 | $1.25M | Sell |
7,631
-209
| -3% | -$34.1K | 0.73% | 45 |
|
|
2023
Q4 | $1.04M | Sell |
7,840
-232
| -3% | -$30.9K | 0.72% | 47 |
|
|
2023
Q3 | $970K | Buy |
8,072
+98
| +1% | +$11.8K | 0.73% | 48 |
|
|
2023
Q2 | $761K | Buy |
+7,974
| New | +$761K | 0.61% | 57 |
|
|
2018
Q4 | – | Sell |
-22,111
| Closed | -$2.49M | – | 155 |
|
|
2018
Q3 | $2.49M | Buy |
+22,111
| New | +$2.49M | 1.45% | 25 |
|
|
2014
Q4 | – | Sell |
-19,651
| Closed | -$1.6M | – | 149 |
|
|
2014
Q3 | $1.6M | Buy |
+19,651
| New | +$1.6M | 1.28% | 24 |
|