BKA
Brick & Kyle Associates’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-51,808
| Closed | -$6.26M | – | 63 |
|
|
2025
Q1 | $6.26M | Sell |
51,808
-875
| -2% | -$106K | 2.87% | 11 |
|
|
2024
Q4 | $6M | Sell |
52,683
-289
| -0.5% | -$32.9K | 2.55% | 12 |
|
|
2024
Q3 | $6.93M | Sell |
52,972
-1,188
| -2% | -$156K | 2.97% | 11 |
|
|
2024
Q2 | $7.65M | Buy |
54,160
+1,598
| +3% | +$226K | 3.16% | 8 |
|
|
2024
Q1 | $9.08M | Sell |
52,562
-849
| -2% | -$147K | 4.02% | 4 |
|
|
2023
Q4 | $7.11M | Sell |
53,411
-163
| -0.3% | -$21.7K | 3.54% | 7 |
|
|
2023
Q3 | $6.44M | Sell |
53,574
-79
| -0.1% | -$9.49K | 3.42% | 5 |
|
|
2023
Q2 | $5.16M | Buy |
53,653
+64
| +0.1% | +$6.15K | 2.76% | 10 |
|
|
2023
Q1 | $5.43M | Sell |
53,589
-80
| -0.1% | -$8.11K | 3.11% | 10 |
|
|
2022
Q4 | $5.59M | Sell |
53,669
-654
| -1% | -$68.1K | 3.25% | 8 |
|
|
2022
Q3 | $4.39M | Buy |
54,323
+782
| +1% | +$63.2K | 2.66% | 12 |
|
|
2022
Q2 | $4.38M | Buy |
53,541
+44,416
| +487% | +$3.64M | 2.46% | 14 |
|
|
2022
Q1 | $222K | Buy |
+9,125
| New | +$222K | 0.11% | 57 |
|
|
2017
Q4 | – | Sell |
-37,774
| Closed | -$3.46M | – | 102 |
|
|
2017
Q3 | $3.46M | Buy |
37,774
+69
| +0.2% | +$6.32K | 2.8% | 7 |
|
|
2017
Q2 | $3.12M | Sell |
37,705
-278
| -0.7% | -$23K | 2.68% | 11 |
|
|
2017
Q1 | $3.01M | Sell |
37,983
-986
| -3% | -$78.1K | 2.33% | 11 |
|
|
2016
Q4 | $3.37M | Sell |
38,969
-446
| -1% | -$38.5K | 2.7% | 3 |
|
|
2016
Q3 | $3.18M | Buy |
39,415
+378
| +1% | +$30.4K | 2.55% | 5 |
|
|
2016
Q2 | $3.1M | Sell |
39,037
-447
| -1% | -$35.5K | 2.54% | 5 |
|
|
2016
Q1 | $3.42M | Sell |
39,484
-623
| -2% | -$53.9K | 2.97% | 3 |
|
|
2015
Q4 | $3.28M | Sell |
40,107
-1,275
| -3% | -$104K | 2.89% | 3 |
|
|
2015
Q3 | $3.18M | Sell |
41,382
-110
| -0.3% | -$8.45K | 2.98% | 2 |
|
|
2015
Q2 | $3.34M | Sell |
41,492
-1,250
| -3% | -$101K | 2.8% | 3 |
|
|
2015
Q1 | $3.36M | Sell |
42,742
-240
| -0.6% | -$18.9K | 2.88% | 2 |
|
|
2014
Q4 | $3.08M | Buy |
+42,982
| New | +$3.08M | 2.66% | 3 |
|