ARC
Advisor Resource Council’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,121
| Closed | -$509K | – | 458 |
|
|
2025
Q1 | $509K | Buy |
+4,121
| New | +$509K | 0.04% | 362 |
|
|
2024
Q1 | – | Sell |
-3,125
| Closed | -$416K | – | 438 |
|
|
2023
Q4 | $416K | Buy |
+3,125
| New | +$416K | 0.05% | 293 |
|
|
2022
Q3 | – | Sell |
-3,201
| Closed | -$262K | – | 398 |
|
|
2022
Q2 | $262K | Buy |
+3,201
| New | +$262K | 0.02% | 397 |
|
|
2022
Q1 | – | Sell |
-3,603
| Closed | -$261K | – | 442 |
|
|
2021
Q4 | $261K | Buy |
+3,603
| New | +$261K | 0.02% | 479 |
|
|
2021
Q3 | – | Sell |
-5,052
| Closed | -$434K | – | 404 |
|
|
2021
Q2 | $434K | Buy |
+5,052
| New | +$434K | 0.05% | 326 |
|