West Family Investments’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 |
-1,632
| Closed | -$202K | – | 375 |
|
|
2025
Q1 | $202K | Buy |
+1,632
| New | +$202K | 0.08% | 248 |
|
|
2024
Q4 | – | Sell |
-1,612
| Closed | -$212K | – | 312 |
|
|
2024
Q3 | $212K | Buy |
1,612
+97
| +6% | +$12.8K | 0.07% | 265 |
|
|
2024
Q2 | $214K | Hold |
1,515
| – | – | 0.06% | 225 |
|
|
2024
Q1 | $247K | Buy |
+1,515
| New | +$247K | 0.08% | 211 |
|