Ashton Thomas Private Wealth’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 | $1.34M | Sell |
11,212
-23,974
| -68% | -$2.86M | 0.05% | 346 |
|
|
2025
Q1 | $4.34M | Buy |
35,186
+3,296
| +10% | +$407K | 0.17% | 146 |
|
|
2024
Q4 | $3.63M | Buy |
31,890
+945
| +3% | +$108K | 0.14% | 177 |
|
|
2024
Q3 | $4.07M | Sell |
30,945
-128
| -0.4% | -$16.8K | 0.21% | 114 |
|
|
2024
Q2 | $4.39M | Sell |
31,073
-347
| -1% | -$49K | 0.24% | 105 |
|
|
2024
Q1 | $5.13M | Sell |
31,420
-685
| -2% | -$112K | 0.29% | 91 |
|
|
2023
Q4 | $4.27M | Buy |
32,105
+633
| +2% | +$84.3K | 0.27% | 103 |
|
|
2023
Q3 | $3.78M | Buy |
31,472
+5,831
| +23% | +$701K | 0.28% | 100 |
|
|
2023
Q2 | $2.45M | Buy |
25,641
+1,594
| +7% | +$152K | 0.19% | 145 |
|
|
2023
Q1 | $2.44M | Buy |
24,047
+4,265
| +22% | +$432K | 0.21% | 131 |
|
|
2022
Q4 | $2.06M | Buy |
19,782
+2,109
| +12% | +$220K | 0.2% | 142 |
|
|
2022
Q3 | $1.43M | Buy |
17,673
+4,385
| +33% | +$354K | 0.16% | 170 |
|
|
2022
Q2 | $1.09M | Buy |
13,288
+386
| +3% | +$31.6K | 0.12% | 200 |
|
|
2022
Q1 | $1.11M | Buy |
12,902
+2,573
| +25% | +$222K | 0.1% | 231 |
|
|
2021
Q4 | $748K | Buy |
+10,329
| New | +$748K | 0.07% | 286 |
|
|
2021
Q3 | – | Sell |
-5,846
| Closed | -$502K | – | 378 |
|
|
2021
Q2 | $502K | Buy |
5,846
+533
| +10% | +$45.7K | 0.08% | 243 |
|
|
2021
Q1 | $433K | Buy |
+5,313
| New | +$433K | 0.07% | 238 |
|
|
2020
Q1 | – | Sell |
-4,436
| Closed | -$494K | – | 239 |
|
|
2019
Q4 | $494K | Sell |
4,436
-3
| -0.1% | -$334 | 0.16% | 141 |
|
|
2019
Q3 | $455K | Buy |
4,439
+30
| +0.7% | +$3.07K | 0.19% | 110 |
|
|
2019
Q2 | $412K | Buy |
4,409
+1,741
| +65% | +$163K | 0.16% | 117 |
|
|
2019
Q1 | $254K | Buy |
+2,668
| New | +$254K | 0.1% | 155 |
|