AO
Advisor OS’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $563K | Buy |
4,723
+854
| +22% | +$102K | 0.06% | 232 |
|
|
2025
Q1 | $478K | Sell |
3,869
-86
| -2% | -$10.6K | 0.05% | 240 |
|
|
2024
Q4 | $451K | Sell |
3,955
-140
| -3% | -$16K | 0.05% | 240 |
|
|
2024
Q3 | $538K | Buy |
4,095
+144
| +4% | +$18.9K | 0.05% | 241 |
|
|
2024
Q2 | $558K | Buy |
3,951
+58
| +1% | +$8.19K | 0.06% | 233 |
|
|
2024
Q1 | $636K | Buy |
3,893
+700
| +22% | +$114K | 0.07% | 206 |
|
|
2023
Q4 | $425K | Buy |
3,193
+115
| +4% | +$15.3K | 0.06% | 223 |
|
|
2023
Q3 | $370K | Sell |
3,078
-6,089
| -66% | -$732K | 0.06% | 211 |
|
|
2023
Q2 | $874K | Sell |
9,167
-4,629
| -34% | -$441K | 0.14% | 146 |
|
|
2023
Q1 | $1.4M | Sell |
13,796
-46
| -0.3% | -$4.66K | 0.34% | 74 |
|
|
2022
Q4 | $1.44M | Buy |
13,842
+6,791
| +96% | +$707K | 0.38% | 64 |
|
|
2022
Q3 | $568K | Sell |
7,051
-730
| -9% | -$58.8K | 0.17% | 118 |
|
|
2022
Q2 | $638K | Buy |
+7,781
| New | +$638K | 0.19% | 121 |
|