Arax Advisory Partners’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 | $262K | Buy |
1,716
+250
| +17% | +$38.2K | 0.01% | 567 |
|
|
2025
Q1 | $181K | Sell |
1,466
-233
| -14% | -$28.8K | 0.01% | 556 |
|
|
2024
Q4 | $194K | Buy |
1,699
+1,079
| +174% | +$123K | 0.01% | 494 |
|
|
2024
Q3 | $81.5K | Buy |
620
+16
| +3% | +$2.1K | 0.01% | 550 |
|
|
2024
Q2 | $85.4K | Hold |
604
| – | – | 0.01% | 499 |
|
|
2024
Q1 | $98.7K | Hold |
604
| – | – | 0.01% | 393 |
|
|
2023
Q4 | $80.4K | Buy |
604
+1
| +0.2% | +$133 | 0.01% | 407 |
|
|
2023
Q3 | $72.5K | Sell |
603
-11
| -2% | -$1.32K | 0.01% | 406 |
|
|
2023
Q2 | $58.6K | Buy |
614
+39
| +7% | +$3.72K | 0.01% | 443 |
|
|
2023
Q1 | $58.3K | Buy |
575
+34
| +6% | +$3.45K | 0.01% | 433 |
|
|
2022
Q4 | $56.3K | Sell |
541
-207
| -28% | -$21.5K | 0.01% | 430 |
|
|
2022
Q3 | $60K | Buy |
748
+190
| +34% | +$15.2K | 0.01% | 400 |
|
|
2022
Q2 | $46K | Buy |
558
+41
| +8% | +$3.38K | 0.01% | 435 |
|
|
2022
Q1 | $45K | Buy |
517
+12
| +2% | +$1.04K | 0.01% | 470 |
|
|
2021
Q4 | $37K | Buy |
505
+290
| +135% | +$21.2K | ﹤0.01% | 495 |
|
|
2021
Q3 | $15K | Buy |
+215
| New | +$15K | ﹤0.01% | 589 |
|
|
2020
Q2 | – | Sell |
-100
| Closed | -$5K | – | 702 |
|
|
2020
Q1 | $5K | Sell |
100
-1,202
| -92% | -$60.1K | ﹤0.01% | 578 |
|
|
2019
Q4 | $145K | Buy |
1,302
+101
| +8% | +$11.2K | 0.04% | 201 |
|
|
2019
Q3 | $123K | Hold |
1,201
| – | – | 0.04% | 216 |
|
|
2019
Q2 | $112K | Buy |
+1,201
| New | +$112K | 0.04% | 216 |
|
|
2018
Q4 | $103K | Buy |
1,199
+729
| +155% | +$62.6K | 0.04% | 185 |
|
|
2018
Q3 | $53K | Buy |
470
+241
| +105% | +$27.2K | 0.02% | 277 |
|
|
2018
Q2 | $25K | Buy |
229
+3
| +1% | +$328 | 0.01% | 279 |
|
|
2018
Q1 | $21K | Buy |
226
+17
| +8% | +$1.58K | 0.01% | 279 |
|
|
2017
Q4 | $21K | Buy |
209
+1
| +0.5% | +$100 | 0.01% | 281 |
|
|
2017
Q3 | $19K | Buy |
208
+72
| +53% | +$6.58K | 0.01% | 276 |
|
|
2017
Q2 | $11K | Sell |
136
-121
| -47% | -$9.79K | 0.01% | 348 |
|
|
2017
Q1 | $20K | Sell |
257
-34
| -12% | -$2.65K | 0.01% | 280 |
|
|
2016
Q4 | $25K | Buy |
+291
| New | +$25K | 0.01% | 242 |
|