Avestar Capital’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 | $225K | Sell |
1,883
-2
| -0.1% | -$239 | 0.02% | 396 |
|
|
2025
Q1 | $233K | Sell |
1,885
-119
| -6% | -$14.7K | 0.02% | 378 |
|
|
2024
Q4 | $228K | Buy |
2,004
+119
| +6% | +$13.6K | 0.02% | 412 |
|
|
2024
Q3 | $248K | Buy |
1,885
+92
| +5% | +$12.1K | 0.03% | 373 |
|
|
2024
Q2 | $253K | Buy |
1,793
+59
| +3% | +$8.33K | 0.03% | 343 |
|
|
2024
Q1 | $283K | Buy |
+1,734
| New | +$283K | 0.03% | 327 |
|
|
2021
Q3 | – | Sell |
-3,296
| Closed | -$283K | – | 385 |
|
|
2021
Q2 | $283K | Sell |
3,296
-6
| -0.2% | -$515 | 0.04% | 269 |
|
|
2021
Q1 | $264K | Buy |
+3,302
| New | +$264K | 0.06% | 267 |
|
|
2020
Q3 | – | Sell |
-4,064
| Closed | -$292K | – | 246 |
|
|
2020
Q2 | $292K | Buy |
+4,064
| New | +$292K | 0.13% | 140 |
|
|
2019
Q3 | – | Sell |
-337
| Closed | -$29K | – | 670 |
|
|
2019
Q2 | $29K | Sell |
337
-10
| -3% | -$861 | 0.02% | 348 |
|
|
2019
Q1 | $30K | Buy |
347
+18
| +5% | +$1.56K | 0.02% | 342 |
|
|
2018
Q4 | $24K | Buy |
329
+58
| +21% | +$4.23K | 0.02% | 325 |
|
|
2018
Q3 | $28K | Sell |
271
-70
| -21% | -$7.23K | 0.02% | 334 |
|
|
2018
Q2 | $36K | Buy |
341
+93
| +38% | +$9.82K | 0.02% | 299 |
|
|
2018
Q1 | $22K | Buy |
248
+39
| +19% | +$3.46K | 0.01% | 325 |
|
|
2017
Q4 | $19K | Buy |
+209
| New | +$19K | 0.01% | 355 |
|