Bogart Wealth LLC’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.2K | Sell |
219
-33
| -13% | -$3.95K | ﹤0.01% | 573 |
|
|
2025
Q1 | $31.1K | Buy |
252
+32
| +15% | +$3.95K | ﹤0.01% | 492 |
|
|
2024
Q4 | $25.1K | Buy |
220
+120
| +120% | +$13.7K | ﹤0.01% | 533 |
|
|
2024
Q3 | $13.1K | Buy |
100
+35
| +54% | +$4.6K | ﹤0.01% | 630 |
|
|
2024
Q2 | $9.18K | Hold |
65
| – | – | ﹤0.01% | 687 |
|
|
2024
Q1 | $10.6K | Hold |
65
| – | – | ﹤0.01% | 635 |
|
|
2023
Q4 | $8.65K | Hold |
65
| – | – | ﹤0.01% | 655 |
|
|
2023
Q3 | $7.81K | Sell |
65
-1
| -2% | -$120 | ﹤0.01% | 641 |
|
|
2023
Q2 | $6.3K | Buy |
66
+65
| +6,500% | +$6.2K | ﹤0.01% | 666 |
|
|
2023
Q1 | $101 | Sell |
1
-50
| -98% | -$5.05K | ﹤0.01% | 1088 |
|
|
2022
Q4 | $5.31K | Sell |
51
-78
| -60% | -$8.12K | ﹤0.01% | 650 |
|
|
2022
Q3 | $10K | Buy |
129
+78
| +153% | +$6.05K | ﹤0.01% | 545 |
|
|
2022
Q2 | $4K | Buy |
51
+50
| +5,000% | +$3.92K | ﹤0.01% | 693 |
|
|
2022
Q1 | $0 | Sell |
1
-14
| -93% | – | ﹤0.01% | 846 |
|
|
2021
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 722 |
|
|
2021
Q3 | $1K | Sell |
15
-139
| -90% | -$9.27K | ﹤0.01% | 695 |
|
|
2021
Q2 | $13K | Hold |
154
| – | – | ﹤0.01% | 410 |
|
|
2021
Q1 | $13K | Buy |
154
+139
| +927% | +$11.7K | ﹤0.01% | 382 |
|
|
2020
Q4 | $1K | Buy |
15
+14
| +1,400% | +$933 | ﹤0.01% | 442 |
|
|
2020
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 480 |
|
|
2020
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 468 |
|
|
2020
Q1 | $0 | Sell |
1
-1
| -50% | – | ﹤0.01% | 456 |
|
|
2019
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 404 |
|
|
2019
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 382 |
|
|
2019
Q2 | $0 | Sell |
2
-1
| -33% | – | ﹤0.01% | 360 |
|
|
2019
Q1 | $0 | Sell |
3
-32
| -91% | – | ﹤0.01% | 367 |
|
|
2018
Q4 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 304 |
|
|
2018
Q3 | – | Sell |
-35
| Closed | -$3K | – | 347 |
|
|
2018
Q2 | $3K | Hold |
35
| – | – | ﹤0.01% | 304 |
|
|
2018
Q1 | $3K | Hold |
35
| – | – | ﹤0.01% | 299 |
|
|
2017
Q4 | $4K | Hold |
35
| – | – | ﹤0.01% | 290 |
|
|
2017
Q3 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 290 |
|