Archer Investment Corporation’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 | $192K | Sell |
1,606
-3,469
| -68% | -$414K | 0.05% | 272 |
|
|
2025
Q1 | $627K | Buy |
5,075
+1
| +0% | +$123 | 0.16% | 118 |
|
|
2024
Q4 | $578K | Buy |
5,074
+3,501
| +223% | +$399K | 0.15% | 124 |
|
|
2024
Q3 | $207K | Buy |
1,573
+567
| +56% | +$74.5K | 0.06% | 234 |
|
|
2024
Q2 | $142K | Buy |
1,006
+480
| +91% | +$67.8K | 0.04% | 263 |
|
|
2024
Q1 | $85.9K | Buy |
526
+5
| +1% | +$817 | 0.03% | 341 |
|
|
2023
Q4 | $69.4K | Buy |
521
+10
| +2% | +$1.33K | 0.02% | 352 |
|
|
2023
Q3 | $61.4K | Hold |
511
| – | – | 0.02% | 354 |
|
|
2023
Q2 | $48.7K | Buy |
511
+32
| +7% | +$3.05K | 0.02% | 385 |
|
|
2023
Q1 | $48.6K | Hold |
479
| – | – | 0.02% | 391 |
|
|
2022
Q4 | $49.9K | Hold |
479
| – | – | 0.02% | 356 |
|
|
2022
Q3 | $38.7K | Hold |
479
| – | – | 0.02% | 376 |
|
|
2022
Q2 | $39.3K | Hold |
479
| – | – | 0.02% | 372 |
|
|
2022
Q1 | $39.5K | Hold |
479
| – | – | 0.01% | 393 |
|
|
2021
Q4 | $34.7K | Hold |
479
| – | – | 0.01% | 417 |
|
|
2021
Q3 | $33.5K | Buy |
+479
| New | +$33.5K | 0.01% | 409 |
|
|
2021
Q2 | – | Sell |
-479
| Closed | -$39.1K | – | 706 |
|
|
2021
Q1 | $39.1K | Hold |
479
| – | – | 0.02% | 380 |
|
|
2020
Q4 | $33.5K | Buy |
479
+150
| +46% | +$10.5K | 0.02% | 372 |
|
|
2020
Q3 | $17.1K | Sell |
329
-41
| -11% | -$2.13K | 0.01% | 385 |
|
|
2020
Q2 | $26.6K | Sell |
370
-17,620
| -98% | -$1.27M | 0.02% | 318 |
|
|
2020
Q1 | $570K | Buy |
17,990
+12,261
| +214% | +$388K | 0.38% | 58 |
|
|
2019
Q4 | $638K | Buy |
5,729
+1,000
| +21% | +$111K | 0.34% | 67 |
|
|
2019
Q3 | $484K | Hold |
4,729
| – | – | 0.29% | 83 |
|
|
2019
Q2 | $442K | Buy |
4,729
+4,400
| +1,337% | +$411K | 0.28% | 84 |
|
|
2019
Q1 | $31K | Hold |
329
| – | – | 0.02% | 266 |
|
|
2018
Q4 | $28K | Buy |
+329
| New | +$28K | 0.02% | 257 |
|