Ausdal Financial Partners’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 | $697K | Buy |
5,844
+579
| +11% | +$69.1K | 0.05% | 337 |
|
|
2025
Q1 | $650K | Sell |
5,265
-433
| -8% | -$53.5K | 0.05% | 328 |
|
|
2024
Q4 | $649K | Buy |
5,698
+980
| +21% | +$112K | 0.06% | 289 |
|
|
2024
Q3 | $620K | Sell |
4,718
-23
| -0.5% | -$3.02K | 0.06% | 266 |
|
|
2024
Q2 | $669K | Sell |
4,741
-65
| -1% | -$9.18K | 0.07% | 237 |
|
|
2024
Q1 | $785K | Sell |
4,806
-25
| -0.5% | -$4.08K | 0.09% | 199 |
|
|
2023
Q4 | $643K | Sell |
4,831
-28
| -0.6% | -$3.73K | 0.08% | 216 |
|
|
2023
Q3 | $584K | Buy |
4,859
+92
| +2% | +$11.1K | 0.08% | 222 |
|
|
2023
Q2 | $455K | Buy |
4,767
+151
| +3% | +$14.4K | 0.06% | 259 |
|
|
2023
Q1 | $468K | Sell |
4,616
-198
| -4% | -$20.1K | 0.06% | 252 |
|
|
2022
Q4 | $501K | Buy |
4,814
+264
| +6% | +$27.5K | 0.07% | 245 |
|
|
2022
Q3 | $367K | Sell |
4,550
-60
| -1% | -$4.84K | 0.06% | 290 |
|
|
2022
Q2 | $378K | Sell |
4,610
-400
| -8% | -$32.8K | 0.06% | 303 |
|
|
2022
Q1 | $433K | Sell |
5,010
-48
| -0.9% | -$4.15K | 0.06% | 301 |
|
|
2021
Q4 | $367K | Sell |
5,058
-142
| -3% | -$10.3K | 0.05% | 338 |
|
|
2021
Q3 | $364K | Buy |
5,200
+1,768
| +52% | +$124K | 0.05% | 328 |
|
|
2021
Q2 | $295K | Hold |
3,432
| – | – | 0.04% | 354 |
|
|
2021
Q1 | $280K | Buy |
3,432
+551
| +19% | +$45K | 0.05% | 352 |
|
|
2020
Q4 | $202K | Buy |
+2,881
| New | +$202K | 0.04% | 390 |
|
|
2020
Q3 | – | Sell |
-2,849
| Closed | -$205K | – | 360 |
|
|
2020
Q2 | $205K | Buy |
+2,849
| New | +$205K | 0.07% | 259 |
|
|
2020
Q1 | – | Sell |
-2,679
| Closed | -$257K | – | 338 |
|
|
2019
Q4 | $257K | Hold |
2,679
| – | – | 0.08% | 267 |
|
|
2019
Q3 | $274K | Hold |
2,679
| – | – | 0.1% | 245 |
|
|
2019
Q2 | $278K | Sell |
2,679
-269
| -9% | -$27.9K | 0.11% | 223 |
|
|
2019
Q1 | $281K | Buy |
2,948
+120
| +4% | +$11.4K | 0.11% | 207 |
|
|
2018
Q4 | $244K | Sell |
2,828
-567
| -17% | -$48.9K | 0.12% | 199 |
|
|
2018
Q3 | $383K | Sell |
3,395
-43
| -1% | -$4.85K | 0.11% | 229 |
|
|
2018
Q2 | $386K | Buy |
3,438
+23
| +0.7% | +$2.58K | 0.12% | 230 |
|
|
2018
Q1 | $328K | Buy |
3,415
+11
| +0.3% | +$1.06K | 0.11% | 234 |
|
|
2017
Q4 | $344K | Sell |
3,404
-26
| -0.8% | -$2.63K | 0.12% | 230 |
|
|
2017
Q3 | $314K | Buy |
3,430
+334
| +11% | +$30.6K | 0.12% | 218 |
|
|
2017
Q2 | $256K | Sell |
3,096
-50
| -2% | -$4.13K | 0.11% | 241 |
|
|
2017
Q1 | $249K | Sell |
3,146
-219
| -7% | -$17.3K | 0.11% | 224 |
|
|
2016
Q4 | $291K | Hold |
3,365
| – | – | 0.14% | 183 |
|
|
2016
Q3 | $271K | Buy |
+3,365
| New | +$271K | 0.14% | 184 |
|
|
2016
Q1 | – | Sell |
-1,975
| Closed | -$162K | – | 823 |
|
|
2015
Q4 | $162K | Buy |
+1,975
| New | +$162K | 0.08% | 232 |
|