Austin 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 | $350K | Sell |
2,937
-24
| -0.8% | -$2.86K | 0.03% | 213 |
|
|
2025
Q1 | $366K | Buy |
2,961
+12
| +0.4% | +$1.48K | 0.03% | 189 |
|
|
2024
Q4 | $336K | Buy |
2,949
+57
| +2% | +$6.49K | 0.03% | 183 |
|
|
2024
Q3 | $380K | Buy |
2,892
+2
| +0.1% | +$263 | 0.04% | 157 |
|
|
2024
Q2 | $408K | Sell |
2,890
-1
| -0% | -$141 | 0.04% | 142 |
|
|
2024
Q1 | $499K | Sell |
2,891
-735
| -20% | -$127K | 0.06% | 123 |
|
|
2023
Q4 | $483K | Sell |
3,626
-740
| -17% | -$98.5K | 0.06% | 111 |
|
|
2023
Q3 | $525K | Sell |
4,366
-41
| -0.9% | -$4.93K | 0.08% | 89 |
|
|
2023
Q2 | $420K | Buy |
4,407
+41
| +0.9% | +$3.91K | 0.06% | 104 |
|
|
2023
Q1 | $443K | Hold |
4,366
| – | – | 0.07% | 94 |
|
|
2022
Q4 | $454K | Hold |
4,366
| – | – | 0.08% | 92 |
|
|
2022
Q3 | $352K | Sell |
4,366
-330
| -7% | -$26.6K | 0.07% | 83 |
|
|
2022
Q2 | $385K | Buy |
4,696
+330
| +8% | +$27.1K | 0.09% | 81 |
|
|
2022
Q1 | $377K | Hold |
4,366
| – | – | 0.08% | 81 |
|
|
2021
Q4 | $316K | Sell |
4,366
-103
| -2% | -$7.46K | 0.06% | 97 |
|
|
2021
Q3 | $313K | Sell |
4,469
-296
| -6% | -$20.7K | 0.07% | 91 |
|
|
2021
Q2 | $409K | Buy |
4,765
+32
| +0.7% | +$2.75K | 0.09% | 82 |
|
|
2021
Q1 | $386K | Buy |
4,733
+17
| +0.4% | +$1.39K | 0.1% | 71 |
|
|
2020
Q4 | $330K | Buy |
4,716
+350
| +8% | +$24.5K | 0.1% | 76 |
|
|
2020
Q3 | $226K | Sell |
4,366
-249
| -5% | -$12.9K | 0.08% | 84 |
|
|
2020
Q2 | $332K | Sell |
4,615
-60
| -1% | -$4.32K | 0.14% | 55 |
|
|
2020
Q1 | $251K | Buy |
4,675
+255
| +6% | +$13.7K | 0.15% | 58 |
|
|
2019
Q4 | $492K | Buy |
+4,420
| New | +$492K | 0.26% | 39 |
|