Advisornet Financial’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 | $135K | Sell |
1,132
-16
| -1% | -$1.91K | 0.01% | 669 |
|
|
2025
Q1 | $142K | Buy |
1,148
+48
| +4% | +$5.93K | 0.01% | 627 |
|
|
2024
Q4 | $125K | Sell |
1,100
-137
| -11% | -$15.6K | 0.01% | 614 |
|
|
2024
Q3 | $163K | Buy |
1,237
+116
| +10% | +$15.2K | 0.01% | 574 |
|
|
2024
Q2 | $158K | Buy |
1,121
+8
| +0.7% | +$1.13K | 0.01% | 533 |
|
|
2024
Q1 | $182K | Sell |
1,113
-162
| -13% | -$26.5K | 0.02% | 496 |
|
|
2023
Q4 | $170K | Buy |
1,275
+268
| +27% | +$35.7K | 0.02% | 509 |
|
|
2023
Q3 | $121K | Sell |
1,007
-300
| -23% | -$36.1K | 0.01% | 565 |
|
|
2023
Q2 | $125K | Sell |
1,307
-93
| -7% | -$8.87K | 0.01% | 588 |
|
|
2023
Q1 | $142K | Buy |
1,400
+113
| +9% | +$11.5K | 0.01% | 537 |
|
|
2022
Q4 | $134K | Sell |
1,287
-1,932
| -60% | -$201K | 0.01% | 558 |
|
|
2022
Q3 | $260K | Buy |
3,219
+75
| +2% | +$6.06K | 0.03% | 447 |
|
|
2022
Q2 | $258K | Buy |
3,144
+350
| +13% | +$28.7K | 0.03% | 445 |
|
|
2022
Q1 | $241K | Sell |
2,794
-1,960
| -41% | -$169K | 0.02% | 514 |
|
|
2021
Q4 | $344K | Sell |
4,754
-1,104
| -19% | -$79.9K | 0.02% | 475 |
|
|
2021
Q3 | $410K | Sell |
5,858
-1,327
| -18% | -$92.9K | 0.03% | 405 |
|
|
2021
Q2 | $617K | Sell |
7,185
-29
| -0.4% | -$2.49K | 0.04% | 348 |
|
|
2021
Q1 | $588K | Buy |
7,214
+431
| +6% | +$35.1K | 0.04% | 338 |
|
|
2020
Q4 | $474K | Sell |
6,783
-2,160
| -24% | -$151K | 0.04% | 349 |
|
|
2020
Q3 | $464K | Sell |
8,943
-822
| -8% | -$42.6K | 0.04% | 344 |
|
|
2020
Q2 | $702K | Sell |
9,765
-1,794
| -16% | -$129K | 0.06% | 271 |
|
|
2020
Q1 | $620K | Buy |
11,559
+477
| +4% | +$25.6K | 0.06% | 263 |
|
|
2019
Q4 | $1.24M | Sell |
11,082
-230
| -2% | -$25.6K | 0.1% | 182 |
|
|
2019
Q3 | $1.16M | Buy |
11,312
+1,214
| +12% | +$124K | 0.11% | 183 |
|
|
2019
Q2 | $945K | Buy |
10,098
+1,970
| +24% | +$184K | 0.1% | 199 |
|
|
2019
Q1 | $774K | Buy |
8,128
+722
| +10% | +$68.8K | 0.09% | 208 |
|
|
2018
Q4 | $638K | Buy |
7,406
+624
| +9% | +$53.8K | 0.09% | 210 |
|
|
2018
Q3 | $764K | Sell |
6,782
-371
| -5% | -$41.8K | 0.1% | 202 |
|
|
2018
Q2 | $803K | Sell |
7,153
-929
| -11% | -$104K | 0.11% | 170 |
|
|
2018
Q1 | $775K | Buy |
8,082
+224
| +3% | +$21.5K | 0.11% | 172 |
|
|
2017
Q4 | $795K | Buy |
+7,858
| New | +$795K | 0.12% | 155 |
|