Ballew 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 | $495K | Buy |
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|
2025
Q2 | $481K | Buy |
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|
2025
Q1 | $368K | Sell |
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|
2024
Q4 | $441K | Sell |
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|
2024
Q3 | $517K | Buy |
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|
2024
Q2 | $533K | Hold |
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|
2024
Q1 | $628K | Buy |
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|
2023
Q4 | $491K | Hold |
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|
2023
Q3 | $419K | Buy |
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|
2023
Q2 | $385K | Hold |
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|
2023
Q1 | $354K | Buy |
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|
2022
Q4 | $367K | Hold |
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|
2022
Q3 | $325K | Buy |
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|
2022
Q2 | $276K | Hold |
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|
2022
Q1 | $293K | Hold |
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|
2021
Q4 | $312K | Hold |
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|
2021
Q3 | $289K | Hold |
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|
2021
Q2 | $287K | Sell |
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|
2021
Q1 | $586K | Buy |
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|
2020
Q4 | $254K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $215K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $351K | Hold |
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|
2019
Q3 | $335K | Hold |
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|
2019
Q2 | $335K | Hold |
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|
2019
Q1 | $289K | Hold |
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|
2018
Q4 | $310K | Hold |
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|
2018
Q3 | $330K | Hold |
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|
2018
Q2 | $373K | Hold |
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|
2018
Q1 | $318K | Hold |
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|
2017
Q4 | $336K | Buy |
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