Advisory Alpha’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 | $368K | Buy |
3,083
+176
| +6% | +$21K | 0.01% | 324 |
|
|
2025
Q1 | $359K | Buy |
2,907
+13
| +0.4% | +$1.61K | 0.01% | 308 |
|
|
2024
Q4 | $330K | Buy |
2,894
+979
| +51% | +$112K | 0.01% | 301 |
|
|
2024
Q3 | $252K | Buy |
1,915
+267
| +16% | +$35.1K | 0.01% | 359 |
|
|
2024
Q2 | $233K | Buy |
1,648
+76
| +5% | +$10.7K | 0.01% | 341 |
|
|
2024
Q1 | $257K | Sell |
1,572
-12
| -0.8% | -$1.96K | 0.01% | 329 |
|
|
2023
Q4 | $211K | Buy |
+1,584
| New | +$211K | 0.01% | 326 |
|
|
2020
Q4 | – | Sell |
-750
| Closed | -$39K | – | 510 |
|
|
2020
Q3 | $39K | Buy |
+750
| New | +$39K | 0.01% | 231 |
|
|
2020
Q2 | – | Sell |
-792
| Closed | -$47.5K | – | 485 |
|
|
2020
Q1 | $47.5K | Sell |
792
-8
| -1% | -$480 | 0.01% | 212 |
|
|
2019
Q4 | $84.2K | Buy |
800
+122
| +18% | +$12.8K | 0.02% | 222 |
|
|
2019
Q3 | $69.6K | Buy |
+678
| New | +$69.6K | 0.02% | 208 |
|
|
2019
Q2 | – | Sell |
-703
| Closed | -$60.3K | – | 512 |
|
|
2019
Q1 | $60.3K | Buy |
+703
| New | +$60.3K | 0.02% | 210 |
|