AE Wealth Management’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 | $1.27M | Buy |
10,633
+2,130
| +25% | +$254K | 0.01% | 662 |
|
|
2025
Q1 | $1.05M | Buy |
8,503
+134
| +2% | +$16.5K | 0.01% | 694 |
|
|
2024
Q4 | $953K | Sell |
8,369
-9,708
| -54% | -$1.11M | 0.01% | 711 |
|
|
2024
Q3 | $2.38M | Sell |
18,077
-3,141
| -15% | -$413K | 0.02% | 486 |
|
|
2024
Q2 | $3M | Buy |
21,218
+12,642
| +147% | +$1.78M | 0.03% | 433 |
|
|
2024
Q1 | $1.4M | Sell |
8,576
-49,442
| -85% | -$8.08M | 0.02% | 583 |
|
|
2023
Q4 | $8.14M | Sell |
58,018
-8,019
| -12% | -$1.12M | 0.04% | 454 |
|
|
2023
Q3 | $7.93M | Buy |
66,037
+9,115
| +16% | +$1.1M | 0.05% | 439 |
|
|
2023
Q2 | $5.43M | Buy |
56,922
+7,967
| +16% | +$760K | 0.03% | 512 |
|
|
2023
Q1 | $4.96M | Buy |
48,955
+3,529
| +8% | +$358K | 0.03% | 510 |
|
|
2022
Q4 | $4.73M | Sell |
45,426
-3,619
| -7% | -$377K | 0.03% | 494 |
|
|
2022
Q3 | $3.96M | Sell |
49,045
-10,481
| -18% | -$846K | 0.03% | 480 |
|
|
2022
Q2 | $4.88M | Sell |
59,526
-8,674
| -13% | -$711K | 0.04% | 414 |
|
|
2022
Q1 | $5.89M | Buy |
68,200
+29,656
| +77% | +$2.56M | 0.04% | 393 |
|
|
2021
Q4 | $2.79M | Buy |
38,544
+16,309
| +73% | +$1.18M | 0.02% | 592 |
|
|
2021
Q3 | $1.56M | Buy |
22,235
+3,932
| +21% | +$275K | 0.01% | 728 |
|
|
2021
Q2 | $1.57M | Sell |
18,303
-3,153
| -15% | -$271K | 0.01% | 703 |
|
|
2021
Q1 | $1.75M | Sell |
21,456
-4,577
| -18% | -$373K | 0.02% | 605 |
|
|
2020
Q4 | $1.82M | Sell |
26,033
-1,318
| -5% | -$92.2K | 0.02% | 524 |
|
|
2020
Q3 | $1.42M | Sell |
27,351
-230
| -0.8% | -$11.9K | 0.02% | 522 |
|
|
2020
Q2 | $1.98M | Buy |
27,581
+1,522
| +6% | +$109K | 0.03% | 411 |
|
|
2020
Q1 | $1.4M | Buy |
26,059
+4,804
| +23% | +$258K | 0.03% | 397 |
|
|
2019
Q4 | $2.37M | Buy |
21,255
+2,293
| +12% | +$255K | 0.05% | 308 |
|
|
2019
Q3 | $1.94M | Sell |
18,962
-694
| -4% | -$71.1K | 0.06% | 284 |
|
|
2019
Q2 | $1.84M | Buy |
19,656
+5,011
| +34% | +$469K | 0.06% | 260 |
|
|
2019
Q1 | $1.39M | Sell |
14,645
-301
| -2% | -$28.7K | 0.1% | 172 |
|
|
2018
Q4 | $1.29M | Buy |
14,946
+16
| +0.1% | +$1.38K | 0.22% | 115 |
|
|
2018
Q3 | $1.68M | Buy |
14,930
+2,906
| +24% | +$328K | 0.09% | 154 |
|
|
2018
Q2 | $1.35M | Buy |
12,024
+3,097
| +35% | +$348K | 0.09% | 130 |
|
|
2018
Q1 | $856K | Buy |
8,927
+2,190
| +33% | +$210K | 0.07% | 192 |
|
|
2017
Q4 | $681K | Buy |
6,737
+2,239
| +50% | +$226K | 0.06% | 207 |
|
|
2017
Q3 | $412K | Buy |
4,498
+259
| +6% | +$23.7K | 0.04% | 259 |
|
|
2017
Q2 | $351K | Buy |
4,239
+1,007
| +31% | +$83.4K | 0.04% | 274 |
|
|
2017
Q1 | $256K | Buy |
+3,232
| New | +$256K | 0.05% | 226 |
|