ARG
Advisory Resource Group’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.9M | Buy |
258,897
+2,570
| +1% | +$307K | 5.94% | 2 |
|
|
2025
Q1 | $31.7M | Buy |
256,327
+16,300
| +7% | +$2.01M | 6.45% | 2 |
|
|
2024
Q4 | $27.3M | Sell |
240,027
-1,500
| -0.6% | -$171K | 5.8% | 2 |
|
|
2024
Q3 | $31.7M | Buy |
241,527
+9,930
| +4% | +$1.31M | 6.78% | 2 |
|
|
2024
Q2 | $32.7M | Sell |
231,597
-1,045
| -0.4% | -$148K | 7.38% | 2 |
|
|
2024
Q1 | $38M | Sell |
232,642
-24,202
| -9% | -$3.95M | 8.72% | 2 |
|
|
2023
Q4 | $34.2M | Sell |
256,844
-18,425
| -7% | -$2.45M | 8.53% | 2 |
|
|
2023
Q3 | $33.1M | Sell |
275,269
-58,365
| -17% | -$7.01M | 8.92% | 2 |
|
|
2023
Q2 | $31.8M | Buy |
333,634
+12,933
| +4% | +$1.23M | 8.65% | 3 |
|
|
2023
Q1 | $32.5M | Sell |
320,701
-126
| -0% | -$12.8K | 9.12% | 3 |
|
|
2022
Q4 | $33.4M | Sell |
320,827
-4,007
| -1% | -$417K | 9.93% | 1 |
|
|
2022
Q3 | $26.2M | Buy |
324,834
+3,009
| +0.9% | +$243K | 8.67% | 3 |
|
|
2022
Q2 | $26.4M | Sell |
321,825
-34,285
| -10% | -$2.81M | 8.64% | 2 |
|
|
2022
Q1 | $30.8M | Buy |
356,110
+1,995
| +0.6% | +$172K | 9.58% | 2 |
|
|
2021
Q4 | $30M | Buy |
354,115
+4,350
| +1% | +$369K | 10.02% | 1 |
|
|
2021
Q3 | $24.5M | Buy |
349,765
+32,460
| +10% | +$2.27M | 9.03% | 2 |
|
|
2021
Q2 | $27.2M | Buy |
317,305
+562
| +0.2% | +$48.2K | 10.89% | 2 |
|
|
2021
Q1 | $25.8M | Buy |
316,743
+23,882
| +8% | +$1.95M | 12.06% | 2 |
|
|
2020
Q4 | $20.5M | Sell |
292,861
-1,243
| -0.4% | -$86.9K | 10.16% | 3 |
|
|
2020
Q3 | $15.2M | Sell |
294,104
-138
| -0% | -$7.15K | 8.94% | 3 |
|
|
2020
Q2 | $21.2M | Sell |
294,242
-22,795
| -7% | -$1.64M | 13.04% | 2 |
|
|
2020
Q1 | $17M | Buy |
317,037
+45,194
| +17% | +$2.42M | 13.01% | 1 |
|
|
2019
Q4 | $30.3M | Sell |
271,843
-15,968
| -6% | -$1.78M | 17.06% | 2 |
|
|
2019
Q3 | $29.5M | Sell |
287,811
-1,456
| -0.5% | -$149K | 15.82% | 2 |
|
|
2019
Q2 | $27.1M | Buy |
289,267
+1,006
| +0.3% | +$94.1K | 14.83% | 2 |
|
|
2019
Q1 | $24.4M | Buy |
288,261
+8,906
| +3% | +$755K | 13.63% | 2 |
|
|
2018
Q4 | $24.1M | Buy |
+279,355
| New | +$24.1M | 14.77% | 2 |
|