Avidian Wealth Enterprises’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
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|
2025
Q1 | $1.07M | Buy |
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|
2024
Q4 | $983K | Buy |
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|
2024
Q3 | $1.06M | Sell |
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|
2024
Q2 | $1.44M | Buy |
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|
2024
Q1 | $792K | Buy |
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|
2023
Q4 | $609K | Buy |
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|
2023
Q3 | $533K | Sell |
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|
2023
Q2 | $675K | Sell |
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|
2023
Q1 | $1.08M | Buy |
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|
2022
Q4 | $1.07M | Sell |
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|
2022
Q3 | $860K | Sell |
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|
2022
Q2 | $882K | Buy |
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|
2022
Q1 | $926K | Buy |
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|
2021
Q4 | $611K | Buy |
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|
2021
Q3 | $441K | Sell |
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|
2021
Q2 | $640K | Sell |
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|
2021
Q1 | $798K | Sell |
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|
2020
Q4 | $685K | Buy |
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|
2020
Q3 | $491K | Buy |
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|
2020
Q2 | $680K | Buy |
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|
2020
Q1 | $261K | Buy |
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|
2019
Q4 | $330K | Buy |
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|
2019
Q3 | $239K | Sell |
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|
2019
Q2 | $520K | Buy |
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|
2019
Q1 | $512K | Buy |
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|
2018
Q4 | $442K | Buy |
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|
2018
Q3 | $553K | Buy |
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|
2018
Q2 | $548K | Hold |
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|
2018
Q1 | $468K | Buy |
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|
2017
Q4 | $471 | Hold |
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|
2017
Q3 | $426K | Hold |
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|
2017
Q2 | $385K | Hold |
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|
2017
Q1 | $369K | Sell |
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|
2016
Q4 | $410K | Buy |
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|
2016
Q3 | $378K | Hold |
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|
2016
Q2 | $372 | Buy |
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|
2016
Q1 | $399K | Buy |
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