Brighton Jones 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 | $697K | Sell |
5,841
-5,567
| -49% | -$664K | 0.02% | 426 |
|
|
2025
Q1 | $1.41M | Buy |
11,408
+1,169
| +11% | +$144K | 0.05% | 213 |
|
|
2024
Q4 | $1.17M | Buy |
10,239
+7,214
| +238% | +$822K | 0.03% | 231 |
|
|
2024
Q3 | $398K | Sell |
3,025
-1,582
| -34% | -$208K | 0.01% | 366 |
|
|
2024
Q2 | $650K | Buy |
4,607
+223
| +5% | +$31.5K | 0.02% | 297 |
|
|
2024
Q1 | $716K | Sell |
4,384
-124
| -3% | -$20.3K | 0.03% | 278 |
|
|
2023
Q4 | $600K | Buy |
4,508
+1,401
| +45% | +$187K | 0.03% | 290 |
|
|
2023
Q3 | $373K | Buy |
3,107
+120
| +4% | +$14.4K | 0.02% | 350 |
|
|
2023
Q2 | $285K | Sell |
2,987
-72
| -2% | -$6.87K | 0.01% | 413 |
|
|
2023
Q1 | $310K | Sell |
3,059
-310
| -9% | -$31.4K | 0.02% | 370 |
|
|
2022
Q4 | $351K | Buy |
3,369
+478
| +17% | +$49.8K | 0.02% | 305 |
|
|
2022
Q3 | $233K | Sell |
2,891
-267
| -8% | -$21.5K | 0.01% | 383 |
|
|
2022
Q2 | $259K | Buy |
3,158
+671
| +27% | +$55K | 0.02% | 361 |
|
|
2022
Q1 | $215K | Sell |
2,487
-1,798
| -42% | -$155K | 0.01% | 458 |
|
|
2021
Q4 | $310K | Buy |
+4,285
| New | +$310K | 0.01% | 361 |
|
|
2021
Q3 | – | Sell |
-2,919
| Closed | -$250K | – | 508 |
|
|
2021
Q2 | $250K | Buy |
2,919
+427
| +17% | +$36.6K | 0.01% | 399 |
|
|
2021
Q1 | $203K | Buy |
+2,492
| New | +$203K | 0.01% | 406 |
|
|
2020
Q1 | – | Sell |
-3,495
| Closed | -$389K | – | 314 |
|
|
2019
Q4 | $389K | Buy |
3,495
+513
| +17% | +$57.1K | 0.04% | 201 |
|
|
2019
Q3 | $305K | Sell |
2,982
-252
| -8% | -$25.8K | 0.04% | 228 |
|
|
2019
Q2 | $303K | Sell |
3,234
-16
| -0.5% | -$1.5K | 0.04% | 218 |
|
|
2019
Q1 | $309K | Buy |
3,250
+29
| +0.9% | +$2.76K | 0.04% | 220 |
|
|
2018
Q4 | $277K | Sell |
3,221
-88
| -3% | -$7.57K | 0.04% | 204 |
|
|
2018
Q3 | $373K | Buy |
3,309
+38
| +1% | +$4.28K | 0.05% | 180 |
|
|
2018
Q2 | $367K | Buy |
3,271
+129
| +4% | +$14.5K | 0.05% | 206 |
|
|
2018
Q1 | $301K | Buy |
3,142
+327
| +12% | +$31.3K | 0.04% | 209 |
|
|
2017
Q4 | $285K | Sell |
2,815
-131
| -4% | -$13.3K | 0.03% | 226 |
|
|
2017
Q3 | $270K | Sell |
2,946
-416
| -12% | -$38.1K | 0.03% | 223 |
|
|
2017
Q2 | $278K | Buy |
+3,362
| New | +$278K | 0.04% | 204 |
|
|
2016
Q4 | – | Sell |
-4,923
| Closed | -$397K | – | 183 |
|
|
2016
Q3 | $397K | Sell |
4,923
-81
| -2% | -$6.53K | 0.06% | 154 |
|
|
2016
Q2 | $397K | Sell |
5,004
-108
| -2% | -$8.57K | 0.07% | 136 |
|
|
2016
Q1 | $443K | Sell |
5,112
-96
| -2% | -$8.31K | 0.08% | 120 |
|
|
2015
Q4 | $426K | Buy |
5,208
+96
| +2% | +$7.85K | 0.08% | 118 |
|
|
2015
Q3 | $393K | Buy |
5,112
+345
| +7% | +$26.5K | 0.08% | 119 |
|
|
2015
Q2 | $384K | Buy |
4,767
+25
| +0.5% | +$2.01K | 0.09% | 115 |
|
|
2015
Q1 | $373K | Sell |
4,742
-180
| -4% | -$14.2K | 0.08% | 119 |
|
|
2014
Q4 | $353K | Buy |
4,922
+298
| +6% | +$21.4K | 0.08% | 130 |
|
|
2014
Q3 | $376K | Sell |
4,624
-32
| -0.7% | -$2.6K | 0.08% | 126 |
|
|
2014
Q2 | $374K | Buy |
4,656
+50
| +1% | +$4.02K | 0.08% | 123 |
|
|
2014
Q1 | $355K | Sell |
4,606
-23
| -0.5% | -$1.77K | 0.08% | 119 |
|
|
2013
Q4 | $357K | Buy |
4,629
+601
| +15% | +$46.4K | 0.08% | 117 |
|
|
2013
Q3 | $233K | Buy |
+4,028
| New | +$233K | 0.06% | 138 |
|