Arkadios Wealth Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.11M | Buy |
42,855
+12,667
| +42% | +$1.51M | 0.15% | 152 |
|
|
2025
Q1 | $3.73M | Sell |
30,188
-18,712
| -38% | -$2.31M | 0.14% | 170 |
|
|
2024
Q4 | $5.57M | Buy |
48,900
+6,071
| +14% | +$692K | 0.3% | 64 |
|
|
2024
Q3 | $5.63M | Buy |
42,829
+246
| +0.6% | +$32.3K | 0.32% | 61 |
|
|
2024
Q2 | $6.01M | Sell |
42,583
-764
| -2% | -$108K | 0.41% | 45 |
|
|
2024
Q1 | $7.08M | Sell |
43,347
-1,108
| -2% | -$181K | 0.55% | 36 |
|
|
2023
Q4 | $5.92M | Sell |
44,455
-434
| -1% | -$57.8K | 0.5% | 40 |
|
|
2023
Q3 | $5.39M | Buy |
44,889
+10,266
| +30% | +$1.23M | 0.51% | 41 |
|
|
2023
Q2 | $3.3M | Sell |
34,623
-34
| -0.1% | -$3.24K | 0.38% | 62 |
|
|
2023
Q1 | $3.51M | Buy |
34,657
+2,137
| +7% | +$217K | 0.42% | 59 |
|
|
2022
Q4 | $3.38M | Buy |
32,520
+2,620
| +9% | +$273K | 0.45% | 56 |
|
|
2022
Q3 | $2.41M | Buy |
29,900
+7,089
| +31% | +$572K | 0.37% | 67 |
|
|
2022
Q2 | $1.87M | Buy |
22,811
+3,451
| +18% | +$283K | 0.28% | 96 |
|
|
2022
Q1 | $1.67M | Buy |
19,360
+7,841
| +68% | +$677K | 0.22% | 116 |
|
|
2021
Q4 | $835K | Buy |
11,519
+3,659
| +47% | +$265K | 0.11% | 208 |
|
|
2021
Q3 | $550K | Buy |
7,860
+629
| +9% | +$44K | 0.08% | 271 |
|
|
2021
Q2 | $620K | Buy |
7,231
+1,907
| +36% | +$164K | 0.08% | 283 |
|
|
2021
Q1 | $434K | Buy |
5,324
+385
| +8% | +$31.4K | 0.07% | 273 |
|
|
2020
Q4 | $345K | Buy |
4,939
+120
| +2% | +$8.38K | 0.07% | 242 |
|
|
2020
Q3 | $244K | Buy |
4,819
+2,901
| +151% | +$147K | 0.12% | 156 |
|
|
2020
Q2 | $119K | Buy |
1,918
+104
| +6% | +$6.44K | 0.07% | 231 |
|
|
2020
Q1 | $97.3K | Buy |
1,814
+238
| +15% | +$12.8K | 0.06% | 238 |
|
|
2019
Q4 | $142K | Buy |
+1,576
| New | +$142K | 0.09% | 191 |
|