BRWA
B. Riley Wealth Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
+10,474
| New | +$1.25M | 0.06% | 291 |
|
|
2024
Q4 | $2.05M | Sell |
17,968
-2,337
| -12% | -$266K | 0.07% | 276 |
|
|
2024
Q3 | $2.71M | Sell |
20,305
-7,983
| -28% | -$1.07M | 0.08% | 254 |
|
|
2024
Q2 | $3.99M | Sell |
28,288
-9,887
| -26% | -$1.4M | 0.1% | 195 |
|
|
2024
Q1 | $4.59M | Buy |
38,175
+5,089
| +15% | +$611K | 0.12% | 169 |
|
|
2023
Q4 | $4.41M | Sell |
33,086
-5,089
| -13% | -$678K | 0.12% | 187 |
|
|
2023
Q3 | $4.59M | Buy |
38,175
+1,552
| +4% | +$186K | 0.12% | 169 |
|
|
2023
Q2 | $3.49M | Buy |
36,623
+2,872
| +9% | +$274K | 0.08% | 241 |
|
|
2023
Q1 | $3.42M | Sell |
33,751
-671
| -2% | -$68K | 0.09% | 220 |
|
|
2022
Q4 | $3.58M | Buy |
34,422
+2,663
| +8% | +$277K | 0.1% | 216 |
|
|
2022
Q3 | $2.56M | Buy |
31,759
+18,358
| +137% | +$1.48M | 0.08% | 254 |
|
|
2022
Q2 | $1.1M | Buy |
13,401
+259
| +2% | +$21.3K | 0.05% | 391 |
|
|
2022
Q1 | $1.14M | Buy |
13,142
+1,122
| +9% | +$97K | 0.04% | 447 |
|
|
2021
Q4 | $872K | Buy |
12,020
+907
| +8% | +$65.8K | 0.03% | 579 |
|
|
2021
Q3 | $779K | Buy |
11,113
+463
| +4% | +$32.5K | 0.02% | 604 |
|
|
2021
Q2 | $915K | Sell |
10,650
-4,035
| -27% | -$347K | 0.03% | 540 |
|
|
2021
Q1 | $1.2M | Buy |
14,685
+5,522
| +60% | +$451K | 0.04% | 433 |
|
|
2020
Q4 | $642K | Sell |
9,163
-8,177
| -47% | -$573K | 0.03% | 457 |
|
|
2020
Q3 | $983K | Sell |
17,340
-528
| -3% | -$29.9K | 0.05% | 310 |
|
|
2020
Q2 | $1.29M | Sell |
17,868
-2,690
| -13% | -$194K | 0.09% | 233 |
|
|
2020
Q1 | $1.11M | Buy |
20,558
+738
| +4% | +$39.7K | 0.09% | 217 |
|
|
2019
Q4 | $2.21M | Buy |
19,820
+1,524
| +8% | +$170K | 0.19% | 122 |
|
|
2019
Q3 | $1.88M | Buy |
18,296
+3,730
| +26% | +$382K | 0.18% | 125 |
|
|
2019
Q2 | $1.36M | Buy |
14,566
+2,939
| +25% | +$275K | 0.15% | 144 |
|
|
2019
Q1 | $1.11M | Buy |
11,627
+1,233
| +12% | +$118K | 0.14% | 167 |
|
|
2018
Q4 | $896K | Sell |
10,394
-1,084
| -9% | -$93.4K | 0.13% | 174 |
|
|
2018
Q3 | $1.3M | Sell |
11,478
-304
| -3% | -$34.3K | 0.15% | 148 |
|
|
2018
Q2 | $1.32M | Buy |
11,782
+1,677
| +17% | +$188K | 0.17% | 141 |
|
|
2018
Q1 | $970K | Sell |
10,105
-6,163
| -38% | -$592K | 0.14% | 175 |
|
|
2017
Q4 | $1.65M | Sell |
16,268
-571
| -3% | -$57.8K | 0.22% | 121 |
|
|
2017
Q3 | $1.54M | Sell |
16,839
-2,370
| -12% | -$217K | 0.26% | 104 |
|
|
2017
Q2 | $1.59M | Sell |
19,209
-2,573
| -12% | -$213K | 0.29% | 99 |
|
|
2017
Q1 | $1.73M | Sell |
21,782
-1,712
| -7% | -$136K | 0.34% | 73 |
|
|
2016
Q4 | $2.03M | Sell |
23,494
-4,026
| -15% | -$348K | 0.41% | 58 |
|
|
2016
Q3 | $1.85M | Sell |
27,520
-1,140
| -4% | -$76.7K | 0.36% | 62 |
|
|
2016
Q2 | $1.91M | Buy |
28,660
+329
| +1% | +$22K | 0.38% | 58 |
|
|
2016
Q1 | $2.06M | Buy |
28,331
+6,815
| +32% | +$496K | 0.48% | 49 |
|
|
2015
Q4 | $1.76M | Buy |
21,516
+1,171
| +6% | +$95.8K | 0.36% | 70 |
|
|
2015
Q3 | $1.56M | Sell |
20,345
-1,742
| -8% | -$134K | 0.38% | 59 |
|
|
2015
Q2 | $1.78M | Buy |
22,087
+1,697
| +8% | +$137K | 0.44% | 47 |
|
|
2015
Q1 | $1.6M | Buy |
20,390
+4,803
| +31% | +$378K | 0.39% | 58 |
|
|
2014
Q4 | $6.75K | Buy |
15,587
+5,878
| +61% | +$2.54K | 0.14% | 166 |
|
|
2014
Q3 | $789K | Sell |
9,709
-12,887
| -57% | -$1.05M | 0.21% | 132 |
|
|
2014
Q2 | $989K | Buy |
22,596
+12,391
| +121% | +$542K | 0.23% | 90 |
|
|
2014
Q1 | $786K | Buy |
10,205
+3,293
| +48% | +$254K | 0.24% | 105 |
|
|
2013
Q4 | $533K | Sell |
6,912
-4,500
| -39% | -$347K | 0.17% | 144 |
|
|
2013
Q3 | $660K | Buy |
11,412
+1,515
| +15% | +$87.6K | 0.23% | 108 |
|
|
2013
Q2 | $583K | Buy |
+9,897
| New | +$583K | 0.2% | 127 |
|