West Tower Group’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 |
-3,100
| Closed | -$383K | – | 92 |
|
|
2025
Q1 | $383K | Sell |
3,100
-700
| -18% | -$86.4K | 1.01% | 41 |
|
|
2024
Q4 | $433K | Buy |
3,800
+1,600
| +73% | +$182K | 0.96% | 36 |
|
|
2024
Q3 | $289K | Buy |
+2,200
| New | +$289K | 0.62% | 43 |
|
|
2023
Q3 | – | Sell |
-11,077
| Closed | -$1.06M | – | 766 |
|
|
2023
Q2 | $1.06M | Sell |
11,077
-3,923
| -26% | -$374K | 0.75% | 35 |
|
|
2023
Q1 | $1.52M | Buy |
+15,000
| New | +$1.52M | 1.5% | 25 |
|