Arete Wealth Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Sell |
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|
2025
Q1 | $364K | Sell |
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|
2024
Q4 | $348K | Buy |
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|
2024
Q3 | $359K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $432K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $329K | Sell |
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|
2023
Q1 | $378K | Sell |
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|
2022
Q4 | $467M | Sell |
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|
2022
Q3 | $367K | Buy |
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|
2022
Q2 | $290K | Buy |
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|
2022
Q1 | $303K | Buy |
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|
2021
Q4 | $237K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $449K | Buy |
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|
2021
Q1 | $415K | Buy |
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|
2020
Q4 | $351K | Sell |
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|
2020
Q3 | $301K | Buy |
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|
2020
Q2 | $393K | Sell |
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|
2020
Q1 | $306K | Buy |
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|
2019
Q4 | $512K | Sell |
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|
2019
Q3 | $525K | Buy |
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|
2019
Q2 | $429K | Buy |
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|
2019
Q1 | $390K | Sell |
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|
2018
Q4 | $365K | Sell |
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|
2018
Q3 | $485K | Buy |
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|
2018
Q2 | $392K | Buy |
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|
2018
Q1 | $272K | Sell |
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|
2017
Q4 | $463K | Buy |
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|
2017
Q3 | $408K | Buy |
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|
2017
Q2 | $348K | Buy |
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