Capital Advisory Group Advisory Services’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 | $263K | Sell |
2,201
-21
| -0.9% | -$2.51K | 0.09% | 152 |
|
|
2025
Q1 | $274K | Hold |
2,222
| – | – | 0.1% | 144 |
|
|
2024
Q4 | $253K | Hold |
2,222
| – | – | 0.09% | 153 |
|
|
2024
Q3 | $292K | Hold |
2,222
| – | – | 0.12% | 130 |
|
|
2024
Q2 | $314K | Hold |
2,222
| – | – | 0.13% | 120 |
|
|
2024
Q1 | $363K | Sell |
2,222
-50
| -2% | -$8.17K | 0.17% | 113 |
|
|
2023
Q4 | $302K | Sell |
2,272
-49
| -2% | -$6.52K | 0.16% | 115 |
|
|
2023
Q3 | $279K | Buy |
+2,321
| New | +$279K | 0.16% | 118 |
|
|
2020
Q4 | – | Sell |
-15
| Closed | -$1K | – | 551 |
|
|
2020
Q3 | $1K | Sell |
15
-315
| -95% | -$21K | ﹤0.01% | 474 |
|
|
2020
Q2 | $24K | Buy |
+330
| New | +$24K | 0.01% | 238 |
|
|
2019
Q4 | – | Sell |
-117
| Closed | -$12K | – | 361 |
|
|
2019
Q3 | $12K | Hold |
117
| – | – | 0.01% | 264 |
|
|
2019
Q2 | $11K | Hold |
117
| – | – | 0.01% | 272 |
|
|
2019
Q1 | $11K | Hold |
117
| – | – | 0.01% | 267 |
|
|
2018
Q4 | $10K | Hold |
117
| – | – | 0.01% | 244 |
|
|
2018
Q3 | $13K | Hold |
117
| – | – | 0.01% | 233 |
|
|
2018
Q2 | $13K | Hold |
117
| – | – | 0.01% | 226 |
|
|
2018
Q1 | $11K | Buy |
+117
| New | +$11K | 0.01% | 224 |
|