APP
Avantax Planning Partners’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Sell |
16,456
-611
| -4% | -$72.9K | 0.06% | 134 |
|
|
2025
Q1 | $2.11M | Sell |
17,067
-1,082
| -6% | -$134K | 0.07% | 124 |
|
|
2024
Q4 | $2.07M | Sell |
18,149
-191
| -1% | -$21.8K | 0.07% | 122 |
|
|
2024
Q3 | $2.41M | Sell |
18,340
-1,267
| -6% | -$167K | 0.09% | 120 |
|
|
2024
Q2 | $2.77M | Buy |
19,607
+622
| +3% | +$87.8K | 0.09% | 122 |
|
|
2024
Q1 | $3.1M | Buy |
18,985
+14,409
| +315% | +$2.35M | 0.1% | 118 |
|
|
2023
Q4 | $609K | Buy |
4,576
+404
| +10% | +$53.8K | 0.02% | 217 |
|
|
2023
Q3 | $501K | Buy |
4,172
+1,261
| +43% | +$152K | 0.02% | 224 |
|
|
2023
Q2 | $278K | Buy |
2,911
+22
| +0.8% | +$2.1K | 0.01% | 306 |
|
|
2023
Q1 | $293K | Sell |
2,889
-499
| -15% | -$50.6K | 0.01% | 299 |
|
|
2022
Q4 | $353K | Sell |
3,388
-565
| -14% | -$58.8K | 0.01% | 274 |
|
|
2022
Q3 | $319K | Buy |
3,953
+134
| +4% | +$10.8K | 0.01% | 275 |
|
|
2022
Q2 | $313K | Buy |
3,819
+107
| +3% | +$8.77K | 0.01% | 269 |
|
|
2022
Q1 | $321K | Buy |
3,712
+22
| +0.6% | +$1.9K | 0.01% | 269 |
|
|
2021
Q4 | $267K | Sell |
3,690
-565
| -13% | -$40.9K | 0.01% | 291 |
|
|
2021
Q3 | $298K | Buy |
4,255
+1
| +0% | +$70 | 0.01% | 254 |
|
|
2021
Q2 | $365K | Sell |
4,254
-1,981
| -32% | -$170K | 0.02% | 232 |
|
|
2021
Q1 | $508K | Sell |
6,235
-925
| -13% | -$75.4K | 0.03% | 186 |
|
|
2020
Q4 | $501K | Sell |
7,160
-4,360
| -38% | -$305K | 0.03% | 180 |
|
|
2020
Q3 | $597K | Sell |
11,520
-338
| -3% | -$17.5K | 0.03% | 166 |
|
|
2020
Q2 | $853K | Buy |
11,858
+3,202
| +37% | +$230K | 0.05% | 130 |
|
|
2020
Q1 | $464K | Sell |
8,656
-787
| -8% | -$42.2K | 0.03% | 160 |
|
|
2019
Q4 | $1.05M | Buy |
9,443
+124
| +1% | +$13.8K | 0.06% | 108 |
|
|
2019
Q3 | $954K | Buy |
9,319
+62
| +0.7% | +$6.35K | 0.06% | 110 |
|
|
2019
Q2 | $898K | Buy |
9,257
+224
| +2% | +$21.7K | 0.06% | 112 |
|
|
2019
Q1 | $860K | Buy |
9,033
+876
| +11% | +$83.4K | 0.06% | 112 |
|
|
2018
Q4 | $703K | Sell |
8,157
-796
| -9% | -$68.6K | 0.05% | 118 |
|
|
2018
Q3 | $1.01M | Buy |
8,953
+336
| +4% | +$37.9K | 0.08% | 77 |
|
|
2018
Q2 | $968K | Sell |
8,617
-397
| -4% | -$44.6K | 0.09% | 81 |
|
|
2018
Q1 | $865K | Buy |
9,014
+93
| +1% | +$8.92K | 0.07% | 111 |
|
|
2017
Q4 | $902K | Sell |
8,921
-4,022
| -31% | -$407K | 0.08% | 108 |
|
|
2017
Q3 | $1.19M | Buy |
12,943
+458
| +4% | +$42K | 0.09% | 101 |
|
|
2017
Q2 | $1.03M | Buy |
12,485
+193
| +2% | +$16K | 0.09% | 106 |
|
|
2017
Q1 | $974K | Sell |
12,292
-166
| -1% | -$13.2K | 0.09% | 108 |
|
|
2016
Q4 | $1.08M | Buy |
+12,458
| New | +$1.08M | 0.11% | 88 |
|