B. Riley Wealth Advisors’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
Q3 | $1.2M | Sell |
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|
2025
Q2 | $1.25M | Buy |
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|
2024
Q4 | $2.05M | Sell |
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|
2024
Q3 | $2.71M | Sell |
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|
2024
Q2 | $3.99M | Sell |
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|
2024
Q1 | $4.59M | Buy |
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|
2023
Q4 | $4.41M | Sell |
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|
2023
Q3 | $4.59M | Buy |
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|
2023
Q2 | $3.49M | Buy |
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|
2023
Q1 | $3.42M | Sell |
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|
2022
Q4 | $3.58M | Buy |
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|
2022
Q3 | $2.56M | Buy |
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|
2022
Q2 | $1.1M | Buy |
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|
2022
Q1 | $1.14M | Buy |
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|
2021
Q4 | $872K | Buy |
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|
2021
Q3 | $779K | Buy |
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|
2021
Q2 | $915K | Sell |
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|
2021
Q1 | $1.2M | Buy |
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|
2020
Q4 | $642K | Sell |
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|
2020
Q3 | $983K | Sell |
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|
2020
Q2 | $1.29M | Sell |
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|
2020
Q1 | $1.1M | Buy |
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|
2019
Q4 | $2.21M | Buy |
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|
2019
Q3 | $1.88M | Buy |
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|
2019
Q2 | $1.36M | Buy |
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|
2019
Q1 | $1.11M | Buy |
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|
2018
Q4 | $896K | Sell |
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|
2018
Q3 | $1.29M | Sell |
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|
2018
Q2 | $1.32M | Buy |
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|
2018
Q1 | $970K | Sell |
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|
2017
Q4 | $1.65M | Sell |
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|
2017
Q3 | $1.54M | Sell |
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|
2017
Q2 | $1.59M | Sell |
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|
2017
Q1 | $1.73M | Sell |
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|
2016
Q4 | $2.03M | Sell |
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|
2016
Q3 | $1.85M | Sell |
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|
2016
Q2 | $1.91M | Buy |
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|
2016
Q1 | $2.06M | Buy |
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|
2015
Q4 | $1.76M | Buy |
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|
2015
Q3 | $1.56M | Sell |
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|
2015
Q2 | $1.78M | Buy |
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|
2015
Q1 | $1.6M | Buy |
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|
2014
Q4 | $6.75K | Buy |
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|
2014
Q3 | $789K | Sell |
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|
2014
Q2 | $989K | Buy |
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|
2014
Q1 | $786K | Buy |
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|
2013
Q4 | $533K | Sell |
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|
2013
Q3 | $660K | Buy |
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|
2013
Q2 | $583K | Buy |
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