Atlas Capital Advisors’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 | $331K | Sell |
2,771
-1,049
| -27% | -$125K | 0.04% | 321 |
|
|
2025
Q1 | $472K | Hold |
3,820
| – | – | 0.06% | 273 |
|
|
2024
Q4 | $435K | Sell |
3,820
-582
| -13% | -$66.3K | 0.06% | 272 |
|
|
2024
Q3 | $579K | Sell |
4,402
-1,994
| -31% | -$262K | 0.09% | 196 |
|
|
2024
Q2 | $903K | Sell |
6,396
-461
| -7% | -$65.1K | 0.12% | 142 |
|
|
2024
Q1 | $1.12M | Sell |
6,857
-94
| -1% | -$15.4K | 0.17% | 105 |
|
|
2023
Q4 | $925K | Buy |
6,951
+1,130
| +19% | +$150K | 0.13% | 131 |
|
|
2023
Q3 | $699K | Buy |
5,821
+46
| +0.8% | +$5.53K | 0.12% | 139 |
|
|
2023
Q2 | $551K | Buy |
5,775
+2,939
| +104% | +$280K | 0.08% | 189 |
|
|
2023
Q1 | $288K | Sell |
2,836
-115
| -4% | -$11.7K | 0.05% | 293 |
|
|
2022
Q4 | $307K | Buy |
2,951
+218
| +8% | +$22.7K | 0.05% | 259 |
|
|
2022
Q3 | $221K | Sell |
2,733
-200
| -7% | -$16.1K | 0.04% | 330 |
|
|
2022
Q2 | $240K | Buy |
2,933
+165
| +6% | +$13.5K | 0.04% | 342 |
|
|
2022
Q1 | $239K | Hold |
2,768
| – | – | 0.04% | 324 |
|
|
2021
Q4 | $201K | Buy |
2,768
+1,855
| +203% | +$134K | 0.03% | 357 |
|
|
2021
Q3 | $63.9K | Hold |
913
| – | – | 0.01% | 496 |
|
|
2021
Q2 | $78.4K | Buy |
913
+20
| +2% | +$1.72K | 0.01% | 481 |
|
|
2021
Q1 | $72.8K | Buy |
893
+200
| +29% | +$16.3K | 0.01% | 459 |
|
|
2020
Q4 | $48.5K | Buy |
+693
| New | +$48.5K | 0.01% | 470 |
|
|
2020
Q3 | – | Sell |
-693
| Closed | -$49.8K | – | 516 |
|
|
2020
Q2 | $49.8K | Sell |
693
-55
| -7% | -$3.96K | 0.01% | 479 |
|
|
2020
Q1 | $40.1K | Sell |
748
-332
| -31% | -$17.8K | 0.01% | 461 |
|
|
2019
Q4 | $120K | Buy |
1,080
+238
| +28% | +$26.5K | 0.03% | 374 |
|
|
2019
Q3 | $86.2K | Buy |
842
+624
| +286% | +$63.9K | 0.03% | 414 |
|
|
2019
Q2 | $20.4K | Sell |
218
-4,686
| -96% | -$438K | 0.01% | 556 |
|
|
2019
Q1 | $467K | Buy |
4,904
+1,251
| +34% | +$119K | 0.17% | 158 |
|
|
2018
Q4 | $315K | Sell |
3,653
-11,524
| -76% | -$993K | 0.13% | 202 |
|
|
2018
Q3 | $1.8M | Buy |
15,177
+10,950
| +259% | +$1.3M | 0.6% | 34 |
|
|
2018
Q2 | $469K | Sell |
4,227
-1,074
| -20% | -$119K | 0.17% | 165 |
|
|
2018
Q1 | $508K | Buy |
+5,301
| New | +$508K | 0.16% | 181 |
|