Advisornet Financial’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $160K | Buy |
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|
2025
Q2 | $135K | Sell |
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|
2025
Q1 | $142K | Buy |
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|
2024
Q4 | $125K | Sell |
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|
2024
Q3 | $163K | Buy |
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|
2024
Q2 | $158K | Buy |
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|
2024
Q1 | $182K | Sell |
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|
2023
Q4 | $170K | Buy |
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|
2023
Q3 | $121K | Sell |
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|
2023
Q2 | $125K | Sell |
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|
2023
Q1 | $142K | Buy |
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|
2022
Q4 | $134K | Sell |
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|
2022
Q3 | $260K | Buy |
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|
2022
Q2 | $258K | Buy |
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|
2022
Q1 | $241K | Sell |
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|
2021
Q4 | $344K | Sell |
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|
2021
Q3 | $410K | Sell |
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|
2021
Q2 | $617K | Sell |
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|
2021
Q1 | $588K | Buy |
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|
2020
Q4 | $474K | Sell |
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|
2020
Q3 | $464K | Sell |
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|
2020
Q2 | $702K | Sell |
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|
2020
Q1 | $620K | Buy |
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|
2019
Q4 | $1.24M | Sell |
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|
2019
Q3 | $1.16M | Buy |
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|
2019
Q2 | $945K | Buy |
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|
2019
Q1 | $774K | Buy |
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|
2018
Q4 | $638K | Buy |
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|
2018
Q3 | $764K | Sell |
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|
2018
Q2 | $803K | Sell |
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|
2018
Q1 | $775K | Buy |
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|
2017
Q4 | $795K | Buy |
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