West Branch 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 | $32.8K | Hold |
275
| – | – | 0.01% | 167 |
|
|
2025
Q1 | $34K | Hold |
275
| – | – | 0.01% | 179 |
|
|
2024
Q4 | $31.3K | Hold |
275
| – | – | 0.01% | 183 |
|
|
2024
Q3 | $36.1K | Hold |
275
| – | – | 0.01% | 173 |
|
|
2024
Q2 | $38.8K | Hold |
275
| – | – | 0.01% | 177 |
|
|
2024
Q1 | $44.9K | Hold |
275
| – | – | 0.02% | 165 |
|
|
2023
Q4 | $36.6K | Buy |
275
+91
| +49% | +$12.1K | 0.02% | 182 |
|
|
2023
Q3 | $22K | Hold |
184
| – | – | 0.01% | 215 |
|
|
2023
Q2 | $17.5K | Hold |
184
| – | – | 0.01% | 239 |
|
|
2023
Q1 | $18.6K | Hold |
184
| – | – | 0.01% | 235 |
|
|
2022
Q4 | $19.1K | Buy |
184
+92
| +100% | +$9.55K | 0.01% | 228 |
|
|
2022
Q3 | $7K | Hold |
92
| – | – | ﹤0.01% | 317 |
|
|
2022
Q2 | $8K | Hold |
92
| – | – | ﹤0.01% | 295 |
|
|
2022
Q1 | $8K | Hold |
92
| – | – | ﹤0.01% | 319 |
|
|
2021
Q4 | $7K | Hold |
92
| – | – | ﹤0.01% | 356 |
|
|
2021
Q3 | $6K | Hold |
92
| – | – | ﹤0.01% | 346 |
|
|
2021
Q2 | $8K | Buy |
+92
| New | +$8K | ﹤0.01% | 342 |
|
|
2019
Q3 | – | Sell |
-2,173
| Closed | -$203K | – | 101 |
|
|
2019
Q2 | $203K | Buy |
+2,173
| New | +$203K | 0.17% | 90 |
|