Zullo Investment 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 | $214K | Buy |
1,789
+5
| +0.3% | +$597 | 0.09% | 141 |
|
|
2025
Q1 | $220K | Buy |
1,784
+10
| +0.6% | +$1.24K | 0.09% | 134 |
|
|
2024
Q4 | $202K | Buy |
1,774
+5
| +0.3% | +$570 | 0.08% | 142 |
|
|
2024
Q3 | $233K | Buy |
1,769
+1
| +0.1% | +$131 | 0.1% | 139 |
|
|
2024
Q2 | $250K | Sell |
1,768
-41
| -2% | -$5.79K | 0.11% | 133 |
|
|
2024
Q1 | $296K | Buy |
1,809
+1
| +0.1% | +$163 | 0.14% | 119 |
|
|
2023
Q4 | $241K | Sell |
1,808
-80
| -4% | -$10.7K | 0.12% | 128 |
|
|
2023
Q3 | $227K | Buy |
+1,888
| New | +$227K | 0.13% | 123 |
|
|
2023
Q1 | – | Sell |
-2,024
| Closed | -$211K | – | 563 |
|
|
2022
Q4 | $211K | Buy |
2,024
+2
| +0.1% | +$208 | 0.13% | 128 |
|
|
2022
Q3 | $163K | Buy |
2,022
+4
| +0.2% | +$322 | 0.11% | 149 |
|
|
2022
Q2 | $165K | Sell |
2,018
-29
| -1% | -$2.37K | 0.1% | 156 |
|
|
2022
Q1 | $177K | Buy |
2,047
+126
| +7% | +$10.9K | 0.09% | 164 |
|
|
2021
Q4 | $139K | Buy |
+1,921
| New | +$139K | 0.07% | 194 |
|