Atria Wealth Solutions’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Sell |
15,868
-11,966
| -43% | -$1.44M | 0.04% | 431 |
|
|
2025
Q1 | $3.44M | Buy |
27,834
+1,985
| +8% | +$245K | 0.04% | 446 |
|
|
2024
Q4 | $2.95M | Sell |
25,849
-950
| -4% | -$108K | 0.03% | 507 |
|
|
2024
Q3 | $3.52M | Sell |
26,799
-1,676
| -6% | -$220K | 0.04% | 435 |
|
|
2024
Q2 | $4.02M | Sell |
28,475
-5,901
| -17% | -$833K | 0.04% | 390 |
|
|
2024
Q1 | $5.61M | Sell |
34,376
-4,073
| -11% | -$665K | 0.06% | 305 |
|
|
2023
Q4 | $5.12M | Buy |
38,449
+2,519
| +7% | +$335K | 0.06% | 301 |
|
|
2023
Q3 | $4.32M | Buy |
35,930
+941
| +3% | +$113K | 0.06% | 325 |
|
|
2023
Q2 | $3.34M | Sell |
34,989
-962
| -3% | -$91.8K | 0.05% | 398 |
|
|
2023
Q1 | $3.64M | Sell |
35,951
-14,445
| -29% | -$1.46M | 0.05% | 350 |
|
|
2022
Q4 | $5.25M | Buy |
50,396
+15,300
| +44% | +$1.59M | 0.08% | 247 |
|
|
2022
Q3 | $2.83M | Buy |
35,096
+10,213
| +41% | +$825K | 0.05% | 363 |
|
|
2022
Q2 | $2.04M | Sell |
24,883
-5,242
| -17% | -$430K | 0.04% | 427 |
|
|
2022
Q1 | $2.6M | Buy |
+30,125
| New | +$2.6M | 0.04% | 405 |
|