Benjamin Edwards Inc’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.68M | Buy |
30,878
+1,431
| +5% | +$171K | 0.05% | 332 |
|
|
2025
Q1 | $3.64M | Sell |
29,447
-3,392
| -10% | -$419K | 0.05% | 310 |
|
|
2024
Q4 | $3.74M | Buy |
32,839
+2,767
| +9% | +$315K | 0.05% | 307 |
|
|
2024
Q3 | $3.95M | Buy |
30,072
+25,495
| +557% | +$3.35M | 0.06% | 305 |
|
|
2024
Q2 | $646K | Buy |
4,577
+220
| +5% | +$31.1K | 0.12% | 178 |
|
|
2024
Q1 | $712K | Buy |
4,357
+2,086
| +92% | +$341K | 0.14% | 170 |
|
|
2023
Q4 | $302K | Buy |
2,271
+85
| +4% | +$11.3K | 0.07% | 254 |
|
|
2023
Q3 | $263K | Sell |
2,186
-143
| -6% | -$17.2K | 0.06% | 243 |
|
|
2023
Q2 | $222K | Sell |
2,329
-318
| -12% | -$30.3K | 0.05% | 260 |
|
|
2023
Q1 | $268K | Sell |
2,647
-2,424
| -48% | -$245K | 0.07% | 233 |
|
|
2022
Q4 | $528K | Buy |
5,071
+461
| +10% | +$48K | 0.14% | 174 |
|
|
2022
Q3 | $372K | Sell |
4,610
-107
| -2% | -$8.63K | 0.11% | 188 |
|
|
2022
Q2 | $387K | Sell |
4,717
-1,748
| -27% | -$143K | 0.11% | 190 |
|
|
2022
Q1 | $559K | Buy |
6,465
+93
| +1% | +$8.04K | 0.16% | 155 |
|
|
2021
Q4 | $462K | Buy |
6,372
+6,208
| +3,785% | +$450K | 0.15% | 159 |
|
|
2021
Q3 | $11K | Buy |
164
+102
| +165% | +$6.84K | 0.01% | 447 |
|
|
2021
Q2 | $5K | Hold |
62
| – | – | ﹤0.01% | 388 |
|
|
2021
Q1 | $5K | Buy |
62
+12
| +24% | +$968 | ﹤0.01% | 355 |
|
|
2020
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 362 |
|
|
2020
Q3 | $3K | Sell |
50
-86
| -63% | -$5.16K | ﹤0.01% | 349 |
|
|
2020
Q2 | $10K | Sell |
136
-211
| -61% | -$15.5K | 0.01% | 299 |
|
|
2020
Q1 | $19K | Buy |
347
+297
| +594% | +$16.3K | 0.02% | 247 |
|
|
2019
Q4 | $6K | Hold |
50
| – | – | 0.01% | 249 |
|
|
2019
Q3 | $5K | Sell |
50
-85
| -63% | -$8.5K | 0.01% | 259 |
|
|
2019
Q2 | $13K | Hold |
135
| – | – | 0.03% | 200 |
|
|
2019
Q1 | $13K | Buy |
+135
| New | +$13K | 0.06% | 186 |
|