Y-Intercept (HK)’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-20,554
| Closed | -$2.34M | – | 1531 |
|
|
2024
Q4 | $2.34M | Buy |
20,554
+1,645
| +9% | +$187K | 0.16% | 174 |
|
|
2024
Q3 | $2.49M | Sell |
18,909
-7,481
| -28% | -$983K | 0.15% | 157 |
|
|
2024
Q2 | $3.73M | Buy |
+26,390
| New | +$3.73M | 0.2% | 96 |
|
|
2024
Q1 | – | Sell |
-10,240
| Closed | -$1.36M | – | 1684 |
|
|
2023
Q4 | $1.36M | Buy |
+10,240
| New | +$1.36M | 0.13% | 219 |
|
|
2023
Q3 | – | Sell |
-13,719
| Closed | -$1.31M | – | 1485 |
|
|
2023
Q2 | $1.31M | Sell |
13,719
-29,353
| -68% | -$2.8M | 0.14% | 202 |
|
|
2023
Q1 | $4.37M | Buy |
+43,072
| New | +$4.37M | 0.51% | 9 |
|
|
2022
Q3 | – | Sell |
-34,789
| Closed | -$2.85M | – | 1213 |
|
|
2022
Q2 | $2.85M | Buy |
34,789
+1,173
| +3% | +$96.2K | 0.37% | 54 |
|
|
2022
Q1 | $2.9M | Buy |
+33,616
| New | +$2.9M | 0.66% | 14 |
|