Aptus Capital Advisors’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 | $5.04M | Buy |
42,260
+2,939
| +7% | +$351K | 0.04% | 283 |
|
|
2025
Q1 | $4.86M | Buy |
39,321
+13,592
| +53% | +$1.68M | 0.05% | 277 |
|
|
2024
Q4 | $2.93M | Buy |
25,729
+18,142
| +239% | +$2.07M | 0.03% | 333 |
|
|
2024
Q3 | $997K | Sell |
7,587
-807
| -10% | -$106K | 0.01% | 415 |
|
|
2024
Q2 | $1.18M | Buy |
8,394
+1,233
| +17% | +$174K | 0.02% | 363 |
|
|
2024
Q1 | $1.17M | Buy |
7,161
+1,285
| +22% | +$210K | 0.02% | 363 |
|
|
2023
Q4 | $782K | Sell |
5,876
-867
| -13% | -$115K | 0.02% | 316 |
|
|
2023
Q3 | $810K | Buy |
6,743
+2,296
| +52% | +$276K | 0.02% | 317 |
|
|
2023
Q2 | $424K | Buy |
4,447
+72
| +2% | +$6.87K | 0.01% | 328 |
|
|
2023
Q1 | $444K | Sell |
4,375
-1,382
| -24% | -$140K | 0.01% | 333 |
|
|
2022
Q4 | $599K | Buy |
5,757
+295
| +5% | +$30.7K | 0.02% | 326 |
|
|
2022
Q3 | $441K | Buy |
5,462
+2,255
| +70% | +$182K | 0.01% | 332 |
|
|
2022
Q2 | $263K | Buy |
3,207
+482
| +18% | +$39.5K | 0.01% | 334 |
|
|
2022
Q1 | $235K | Buy |
+2,725
| New | +$235K | 0.01% | 386 |
|
|
2020
Q1 | – | Sell |
-2,189
| Closed | -$243K | – | 468 |
|
|
2019
Q4 | $243K | Hold |
2,189
| – | – | 0.02% | 279 |
|
|
2019
Q3 | $224K | Buy |
+2,189
| New | +$224K | 0.01% | 303 |
|