XF
XML Financial’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Buy |
17,541
+85
| +0.5% | +$10.1K | 0.18% | 113 |
|
|
2025
Q1 | $2.16M | Sell |
17,456
-47
| -0.3% | -$5.8K | 0.2% | 108 |
|
|
2024
Q4 | $1.99M | Sell |
17,503
-336
| -2% | -$38.3K | 0.18% | 116 |
|
|
2024
Q3 | $2.34M | Buy |
17,839
+747
| +4% | +$98.2K | 0.22% | 103 |
|
|
2024
Q2 | $2.41M | Sell |
17,092
-393
| -2% | -$55.5K | 0.24% | 100 |
|
|
2024
Q1 | $2.86M | Sell |
17,485
-5,386
| -24% | -$880K | 0.29% | 90 |
|
|
2023
Q4 | $3.05M | Buy |
22,871
+1,906
| +9% | +$254K | 0.32% | 87 |
|
|
2023
Q3 | $2.52M | Sell |
20,965
-355
| -2% | -$42.7K | 0.3% | 89 |
|
|
2023
Q2 | $2.03M | Sell |
21,320
-942
| -4% | -$89.8K | 0.24% | 103 |
|
|
2023
Q1 | $2.26M | Buy |
22,262
+933
| +4% | +$94.6K | 0.27% | 97 |
|
|
2022
Q4 | $2.22M | Hold |
21,329
| – | – | 0.28% | 99 |
|
|
2022
Q3 | $1.72M | Buy |
+21,329
| New | +$1.72M | 0.24% | 99 |
|
|
2022
Q2 | – | Sell |
-20,658
| Closed | -$1.79M | – | 309 |
|
|
2022
Q1 | $1.79M | Buy |
20,658
+1
| +0% | +$86 | 0.21% | 108 |
|
|
2021
Q4 | $1.5M | Buy |
20,657
+3,215
| +18% | +$233K | 0.18% | 125 |
|
|
2021
Q3 | $1.22M | Buy |
+17,442
| New | +$1.22M | 0.16% | 132 |
|