Archford Capital Strategies’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 | $209K | Buy |
+1,750
| New | +$209K | 0.03% | 309 |
|
|
2019
Q3 | – | Sell |
-472
| Closed | -$44K | – | 442 |
|
|
2019
Q2 | $44K | Hold |
472
| – | – | 0.02% | 289 |
|
|
2019
Q1 | $45K | Hold |
472
| – | – | 0.02% | 280 |
|
|
2018
Q4 | $41K | Hold |
472
| – | – | 0.02% | 275 |
|
|
2018
Q3 | $53K | Buy |
472
+94
| +25% | +$10.6K | 0.02% | 291 |
|
|
2018
Q2 | $42K | Sell |
378
-100
| -21% | -$11.1K | 0.01% | 306 |
|
|
2018
Q1 | $48K | Buy |
+478
| New | +$48K | 0.02% | 212 |
|
|
2017
Q2 | – | Sell |
-1,128
| Closed | -$89K | – | 519 |
|
|
2017
Q1 | $89K | Hold |
1,128
| – | – | 0.03% | 251 |
|
|
2016
Q4 | $97K | Hold |
1,128
| – | – | 0.04% | 209 |
|
|
2016
Q3 | $90K | Hold |
1,128
| – | – | 0.04% | 221 |
|
|
2016
Q2 | $89K | Buy |
+1,128
| New | +$89K | 0.05% | 209 |
|
|
2016
Q1 | – | Sell |
-378
| Closed | -$31K | – | 490 |
|
|
2015
Q4 | $31K | Hold |
378
| – | – | 0.01% | 316 |
|
|
2015
Q3 | $29K | Hold |
378
| – | – | 0.02% | 235 |
|
|
2015
Q2 | $30K | Hold |
378
| – | – | 0.02% | 233 |
|
|
2015
Q1 | $29.7K | Sell |
378
-16
| -4% | -$1.26K | 0.02% | 243 |
|
|
2014
Q4 | $28K | Buy |
394
+16
| +4% | +$1.14K | 0.02% | 257 |
|
|
2014
Q3 | $31K | Hold |
378
| – | – | 0.02% | 248 |
|
|
2014
Q2 | $30.4K | Hold |
378
| – | – | 0.02% | 264 |
|
|
2014
Q1 | $29.1K | Buy |
+378
| New | +$29.1K | 0.02% | 277 |
|