APA
American Portfolios Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $542K | Sell |
6,719
-152
| -2% | -$12.3K | 0.02% | 610 |
|
|
2022
Q2 | $563K | Sell |
6,871
-307
| -4% | -$25.2K | 0.02% | 612 |
|
|
2022
Q1 | $620K | Buy |
7,178
+511
| +8% | +$44.1K | 0.02% | 650 |
|
|
2021
Q4 | $483K | Sell |
6,667
-2
| -0% | -$145 | 0.02% | 756 |
|
|
2021
Q3 | $467K | Buy |
6,669
+276
| +4% | +$19.3K | 0.02% | 745 |
|
|
2021
Q2 | $549K | Buy |
6,393
+38
| +0.6% | +$3.26K | 0.02% | 670 |
|
|
2021
Q1 | $518K | Sell |
6,355
-7,032
| -53% | -$573K | 0.02% | 632 |
|
|
2020
Q4 | $936K | Sell |
13,387
-171
| -1% | -$12K | 0.05% | 363 |
|
|
2020
Q3 | $703K | Sell |
13,558
-536
| -4% | -$27.8K | 0.04% | 394 |
|
|
2020
Q2 | $1.01M | Sell |
14,094
-4,209
| -23% | -$303K | 0.07% | 273 |
|
|
2020
Q1 | $982K | Sell |
18,303
-1,537
| -8% | -$82.5K | 0.08% | 224 |
|
|
2019
Q4 | $2.21M | Buy |
19,840
+7,719
| +64% | +$860K | 0.16% | 139 |
|
|
2019
Q3 | $1.24M | Sell |
12,121
-5,627
| -32% | -$576K | 0.1% | 207 |
|
|
2019
Q2 | $1.66M | Buy |
17,748
+1,808
| +11% | +$169K | 0.14% | 157 |
|
|
2019
Q1 | $1.52M | Buy |
15,940
+757
| +5% | +$72K | 0.14% | 153 |
|
|
2018
Q4 | $1.31M | Buy |
15,183
+4,376
| +40% | +$377K | 0.16% | 130 |
|
|
2018
Q3 | $1.22M | Buy |
10,807
+1,468
| +16% | +$165K | 0.14% | 151 |
|
|
2018
Q2 | $1.05M | Sell |
9,339
-137
| -1% | -$15.4K | 0.14% | 140 |
|
|
2018
Q1 | $909K | Sell |
9,476
-2,567
| -21% | -$246K | 0.14% | 160 |
|
|
2017
Q4 | $1.22M | Buy |
+12,043
| New | +$1.22M | 0.19% | 116 |
|