Ameritas Advisory Services’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 | $426K | Sell |
3,569
-1,418
| -28% | -$169K | 0.02% | 542 |
|
|
2025
Q1 | $584K | Buy |
4,987
+4
| +0.1% | +$468 | 0.02% | 531 |
|
|
2024
Q4 | $568K | Sell |
4,983
-1,652
| -25% | -$188K | 0.02% | 560 |
|
|
2024
Q3 | $872K | Buy |
6,635
+67
| +1% | +$8.81K | 0.04% | 421 |
|
|
2024
Q2 | $927K | Buy |
6,568
+193
| +3% | +$27.2K | 0.04% | 430 |
|
|
2024
Q1 | $946K | Sell |
6,375
-422
| -6% | -$62.6K | 0.04% | 393 |
|
|
2023
Q4 | $961K | Buy |
6,797
+730
| +12% | +$103K | 0.05% | 297 |
|
|
2023
Q3 | $712K | Buy |
6,067
+2,378
| +64% | +$279K | 0.04% | 417 |
|
|
2023
Q2 | $367K | Sell |
3,689
-1,524
| -29% | -$152K | 0.05% | 364 |
|
|
2023
Q1 | $527K | Sell |
5,213
-1,277
| -20% | -$129K | 0.03% | 467 |
|
|
2022
Q4 | $675K | Buy |
6,490
+2,374
| +58% | +$247K | 0.03% | 451 |
|
|
2022
Q3 | $332K | Buy |
4,116
+176
| +4% | +$14.2K | 0.02% | 552 |
|
|
2022
Q2 | $323K | Sell |
3,940
-49
| -1% | -$4.02K | 0.02% | 590 |
|
|
2022
Q1 | $345K | Buy |
3,989
+675
| +20% | +$58.4K | 0.01% | 613 |
|
|
2021
Q4 | $240K | Buy |
+3,314
| New | +$240K | 0.01% | 721 |
|