AWE
Avidian Wealth Enterprises’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
9,669
+1,034
| +12% | +$123K | 0.05% | 188 |
|
|
2025
Q1 | $1.07M | Buy |
8,635
+4
| +0% | +$494 | 0.05% | 190 |
|
|
2024
Q4 | $983K | Buy |
8,631
+592
| +7% | +$67.4K | 0.04% | 190 |
|
|
2024
Q3 | $1.06M | Sell |
8,039
-2,178
| -21% | -$286K | 0.05% | 181 |
|
|
2024
Q2 | $1.44M | Buy |
10,217
+5,366
| +111% | +$758K | 0.06% | 145 |
|
|
2024
Q1 | $792K | Buy |
4,851
+276
| +6% | +$45.1K | 0.04% | 192 |
|
|
2023
Q4 | $609K | Buy |
4,575
+136
| +3% | +$18.1K | 0.04% | 228 |
|
|
2023
Q3 | $533K | Sell |
4,439
-2,637
| -37% | -$317K | 0.04% | 243 |
|
|
2023
Q2 | $675K | Sell |
7,076
-3,582
| -34% | -$342K | 0.04% | 226 |
|
|
2023
Q1 | $1.08M | Buy |
10,658
+352
| +3% | +$35.7K | 0.06% | 190 |
|
|
2022
Q4 | $1.07M | Sell |
10,306
-349
| -3% | -$36.3K | 0.07% | 168 |
|
|
2022
Q3 | $860K | Sell |
10,655
-97
| -0.9% | -$7.83K | 0.06% | 167 |
|
|
2022
Q2 | $882K | Buy |
10,752
+31
| +0.3% | +$2.54K | 0.06% | 180 |
|
|
2022
Q1 | $926K | Buy |
10,721
+2,292
| +27% | +$198K | 0.06% | 198 |
|
|
2021
Q4 | $611K | Buy |
8,429
+2,130
| +34% | +$154K | 0.04% | 258 |
|
|
2021
Q3 | $441K | Sell |
6,299
-1,155
| -15% | -$80.9K | 0.03% | 231 |
|
|
2021
Q2 | $640K | Sell |
7,454
-2,335
| -24% | -$200K | 0.05% | 180 |
|
|
2021
Q1 | $798K | Sell |
9,789
-5
| -0.1% | -$408 | 0.07% | 142 |
|
|
2020
Q4 | $685K | Buy |
9,794
+329
| +3% | +$23K | 0.06% | 142 |
|
|
2020
Q3 | $491K | Buy |
9,465
+10
| +0.1% | +$519 | 0.06% | 158 |
|
|
2020
Q2 | $680K | Buy |
9,455
+4,598
| +95% | +$331K | 0.09% | 112 |
|
|
2020
Q1 | $261K | Buy |
4,857
+1,891
| +64% | +$102K | 0.04% | 157 |
|
|
2019
Q4 | $330K | Buy |
2,966
+633
| +27% | +$70.4K | 0.05% | 167 |
|
|
2019
Q3 | $239K | Sell |
2,333
-3,227
| -58% | -$331K | 0.04% | 168 |
|
|
2019
Q2 | $520K | Buy |
5,560
+183
| +3% | +$17.1K | 0.12% | 68 |
|
|
2019
Q1 | $512K | Buy |
5,377
+242
| +5% | +$23K | 0.11% | 62 |
|
|
2018
Q4 | $442K | Buy |
5,135
+225
| +5% | +$19.4K | 0.15% | 47 |
|
|
2018
Q3 | $553K | Buy |
4,910
+34
| +0.7% | +$3.83K | 0.17% | 53 |
|
|
2018
Q2 | $548K | Hold |
4,876
| – | – | 0.17% | 50 |
|
|
2018
Q1 | $468K | Buy |
4,876
+221
| +5% | +$21.2K | 0.16% | 54 |
|
|
2017
Q4 | $471 | Hold |
4,655
| – | – | 0.13% | 51 |
|
|
2017
Q3 | $426K | Hold |
4,655
| – | – | 0.16% | 50 |
|
|
2017
Q2 | $385K | Hold |
4,655
| – | – | 0.16% | 50 |
|
|
2017
Q1 | $369K | Sell |
4,655
-86
| -2% | -$6.82K | 0.14% | 47 |
|
|
2016
Q4 | $410K | Buy |
4,741
+50
| +1% | +$4.32K | 0.18% | 41 |
|
|
2016
Q3 | $378K | Hold |
4,691
| – | – | 0.15% | 44 |
|
|
2016
Q2 | $372 | Buy |
4,691
+80
| +2% | +$6 | 0.14% | 39 |
|
|
2016
Q1 | $399K | Buy |
+4,611
| New | +$399K | 0.21% | 28 |
|