Arkadios 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 | $5.11M | Buy |
|
|||||
|
2025
Q1 | $3.73M | Sell |
|
|||||
|
2024
Q4 | $5.57M | Buy |
|
|||||
|
2024
Q3 | $5.63M | Buy |
|
|||||
|
2024
Q2 | $6.01M | Sell |
|
|||||
|
2024
Q1 | $7.08M | Sell |
|
|||||
|
2023
Q4 | $5.92M | Sell |
|
|||||
|
2023
Q3 | $5.39M | Buy |
|
|||||
|
2023
Q2 | $3.3M | Sell |
|
|||||
|
2023
Q1 | $3.51M | Buy |
|
|||||
|
2022
Q4 | $3.38M | Buy |
|
|||||
|
2022
Q3 | $2.41M | Buy |
|
|||||
|
2022
Q2 | $1.87M | Buy |
|
|||||
|
2022
Q1 | $1.67M | Buy |
|
|||||
|
2021
Q4 | $835K | Buy |
|
|||||
|
2021
Q3 | $550K | Buy |
|
|||||
|
2021
Q2 | $620K | Buy |
|
|||||
|
2021
Q1 | $434K | Buy |
|
|||||
|
2020
Q4 | $345K | Buy |
|
|||||
|
2020
Q3 | $244K | Buy |
|
|||||
|
2020
Q2 | $119K | Buy |
|
|||||
|
2020
Q1 | $97.3K | Buy |
|
|||||
|
2019
Q4 | $142K | Buy |
|