Avion Wealth’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 | $96K | Buy |
806
+13
| +2% | +$1.55K | 0.02% | 150 |
|
|
2025
Q1 | $90K | Hold |
793
| – | – | 0.02% | 141 |
|
|
2024
Q4 | $90K | Sell |
793
-17
| -2% | -$1.93K | 0.02% | 141 |
|
|
2024
Q3 | $106K | Buy |
810
+105
| +15% | +$13.7K | 0.03% | 119 |
|
|
2024
Q2 | $99K | Sell |
705
-87
| -11% | -$12.2K | 0.03% | 117 |
|
|
2024
Q1 | $130K | Buy |
792
+98
| +14% | +$16.1K | 0.03% | 97 |
|
|
2023
Q4 | $92K | Sell |
694
-288
| -29% | -$38.2K | 0.03% | 114 |
|
|
2023
Q3 | $117K | Sell |
982
-441
| -31% | -$52.5K | 0.03% | 93 |
|
|
2023
Q2 | $135K | Buy |
1,423
+7
| +0.5% | +$664 | 0.04% | 89 |
|
|
2023
Q1 | $147K | Buy |
1,416
+5
| +0.4% | +$519 | 0.04% | 81 |
|
|
2022
Q4 | $113K | Hold |
1,411
| – | – | 0.04% | 92 |
|
|
2022
Q3 | $114K | Hold |
1,411
| – | – | 0.04% | 92 |
|
|
2022
Q2 | $116K | Hold |
1,411
| – | – | 0.04% | 84 |
|
|
2022
Q1 | $122K | Buy |
1,411
+750
| +113% | +$64.8K | 0.04% | 79 |
|
|
2021
Q4 | $48K | Sell |
661
-243
| -27% | -$17.6K | 0.01% | 130 |
|
|
2021
Q3 | $63K | Hold |
904
| – | – | 0.02% | 114 |
|
|
2021
Q2 | $78K | Hold |
904
| – | – | 0.02% | 94 |
|
|
2021
Q1 | $74K | Hold |
904
| – | – | 0.03% | 95 |
|
|
2020
Q4 | $63K | Buy |
904
+285
| +46% | +$19.9K | 0.02% | 107 |
|
|
2020
Q3 | $32K | Buy |
619
+100
| +19% | +$5.17K | 0.01% | 112 |
|
|
2020
Q2 | $37K | Hold |
519
| – | – | 0.01% | 104 |
|
|
2020
Q1 | $28K | Buy |
+519
| New | +$28K | 0.01% | 109 |
|