Avior Wealth Management’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 | $1.05M | Sell |
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|
2025
Q1 | $1.13M | Buy |
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|
2024
Q4 | $1.03M | Sell |
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|
2024
Q3 | $1.21M | Sell |
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|
2024
Q2 | $1.34M | Buy |
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|
2024
Q1 | $1.54M | Buy |
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|
2023
Q4 | $1.09M | Buy |
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|
2023
Q3 | $968K | Buy |
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|
2023
Q2 | $668K | Buy |
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|
2023
Q1 | $665K | Buy |
|
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|
2022
Q4 | $596K | Buy |
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|
2022
Q3 | $452K | Buy |
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|
2022
Q2 | $447K | Buy |
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|
2022
Q1 | $394K | Buy |
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|
2021
Q4 | $327K | Sell |
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|
2021
Q3 | $337K | Buy |
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|
2021
Q2 | $352K | Buy |
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|
2021
Q1 | $331K | Buy |
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|
2020
Q4 | $265K | Buy |
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|
2020
Q3 | $117K | Buy |
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|
2020
Q2 | $160K | Sell |
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|
2020
Q1 | $303K | Buy |
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|
2019
Q4 | $389K | Buy |
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|
2019
Q3 | $341K | Buy |
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|
2019
Q2 | $242K | Buy |
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|
2019
Q1 | $244K | Buy |
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|
2018
Q4 | $211K | Buy |
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|
2018
Q3 | $209K | Buy |
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|
2018
Q2 | $23K | Sell |
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|
2018
Q1 | $21K | Buy |
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|
2017
Q4 | $22K | Buy |
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|
2017
Q3 | $19K | Sell |
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|
2017
Q2 | $27K | Buy |
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|
2017
Q1 | $16K | Buy |
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|
2016
Q4 | $17K | Buy |
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|
2016
Q3 | $16K | Buy |
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|
2016
Q2 | $16K | Sell |
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|
2016
Q1 | $62K | Buy |
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|
2015
Q4 | $16K | Hold |
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|
2015
Q3 | $15K | Sell |
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|
2015
Q2 | $17K | Hold |
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|
2015
Q1 | $17K | Hold |
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|
2014
Q4 | $15K | Hold |
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|
2014
Q3 | $17K | Hold |
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|
2014
Q2 | $17K | Sell |
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|
2014
Q1 | $32K | Buy |
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