Avantax Advisory Services’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 | $11.4M | Buy |
95,431
+1,346
| +1% | +$161K | 0.06% | 245 |
|
|
2025
Q1 | $11.6M | Buy |
94,085
+4,802
| +5% | +$593K | 0.07% | 214 |
|
|
2024
Q4 | $10.2M | Sell |
89,283
-2,543
| -3% | -$290K | 0.06% | 224 |
|
|
2024
Q3 | $12.1M | Buy |
91,826
+13,145
| +17% | +$1.73M | 0.08% | 184 |
|
|
2024
Q2 | $11.1M | Buy |
78,681
+34,258
| +77% | +$4.84M | 0.08% | 186 |
|
|
2024
Q1 | $7.26M | Buy |
44,423
+5,512
| +14% | +$900K | 0.06% | 231 |
|
|
2023
Q4 | $5.18M | Sell |
38,911
-7,129
| -15% | -$949K | 0.05% | 277 |
|
|
2023
Q3 | $5.53M | Sell |
46,040
-1,367
| -3% | -$164K | 0.06% | 227 |
|
|
2023
Q2 | $4.52M | Sell |
47,407
-18,296
| -28% | -$1.75M | 0.05% | 276 |
|
|
2023
Q1 | $6.66M | Buy |
65,703
+15,025
| +30% | +$1.52M | 0.08% | 185 |
|
|
2022
Q4 | $5.27M | Buy |
50,678
+308
| +0.6% | +$32.1K | 0.07% | 214 |
|
|
2022
Q3 | $4.07M | Buy |
50,370
+1,146
| +2% | +$92.5K | 0.06% | 236 |
|
|
2022
Q2 | $4.04M | Sell |
49,224
-710
| -1% | -$58.2K | 0.06% | 238 |
|
|
2022
Q1 | $4.32M | Buy |
49,934
+1,447
| +3% | +$125K | 0.06% | 234 |
|
|
2021
Q4 | $3.51M | Sell |
48,487
-2,681
| -5% | -$194K | 0.05% | 259 |
|
|
2021
Q3 | $3.58M | Buy |
51,168
+887
| +2% | +$62.1K | 0.06% | 233 |
|
|
2021
Q2 | $4.31M | Sell |
50,281
-5,498
| -10% | -$472K | 0.08% | 190 |
|
|
2021
Q1 | $4.55M | Sell |
55,779
-1,386
| -2% | -$113K | 0.1% | 165 |
|
|
2020
Q4 | $4M | Sell |
57,165
-22,007
| -28% | -$1.54M | 0.1% | 158 |
|
|
2020
Q3 | $4.11M | Buy |
79,172
+26,218
| +50% | +$1.36M | 0.07% | 232 |
|
|
2020
Q2 | $3.81M | Buy |
52,954
+588
| +1% | +$42.3K | 0.11% | 139 |
|
|
2020
Q1 | $2.81M | Sell |
52,366
-858
| -2% | -$46.1K | 0.08% | 157 |
|
|
2019
Q4 | $5.92M | Buy |
53,224
+6,420
| +14% | +$714K | 0.14% | 98 |
|
|
2019
Q3 | $4.79M | Buy |
46,804
+1,651
| +4% | +$169K | 0.19% | 64 |
|
|
2019
Q2 | $4.22M | Buy |
45,153
+1,394
| +3% | +$130K | 0.19% | 67 |
|
|
2019
Q1 | $4.17M | Buy |
43,759
+14,620
| +50% | +$1.39M | 0.22% | 58 |
|
|
2018
Q4 | $2.51M | Buy |
+29,139
| New | +$2.51M | 0.42% | 59 |
|