Capital Analysts LLC’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $289K | Sell |
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|
2025
Q2 | $257K | Sell |
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|
2025
Q1 | $276K | Buy |
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|
2024
Q4 | $234K | Sell |
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|
2024
Q3 | $377K | Sell |
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|
2024
Q2 | $432K | Buy |
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|
2024
Q1 | $496K | Sell |
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|
2023
Q4 | $437K | Hold |
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|
2023
Q3 | $395K | Sell |
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|
2023
Q2 | $314K | Buy |
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|
2023
Q1 | $333K | Sell |
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|
2022
Q4 | $346K | Buy |
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|
2022
Q3 | $262K | Buy |
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|
2022
Q2 | $254K | Buy |
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|
2022
Q1 | $259K | Hold |
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|
2021
Q4 | $217K | Sell |
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|
2021
Q3 | $217K | Sell |
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|
2021
Q2 | $315K | Buy |
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|
2021
Q1 | $283K | Buy |
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|
2020
Q4 | $57K | Sell |
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|
2020
Q3 | $48K | Sell |
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|
2020
Q2 | $82K | Buy |
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|
2020
Q1 | $61K | Sell |
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|
2019
Q4 | $135K | Buy |
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|
2019
Q3 | $103K | Buy |
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|
2019
Q2 | $37K | Hold |
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|
2019
Q1 | $37K | Sell |
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|
2018
Q4 | $40K | Sell |
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|
2018
Q3 | $57K | Buy |
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|
2018
Q2 | $17K | Hold |
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|
2018
Q1 | $14K | Hold |
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|
2017
Q4 | $15K | Hold |
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|
2017
Q3 | $14K | Hold |
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|
2017
Q2 | $12.4K | Hold |
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|
2017
Q1 | $11.9K | Sell |
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|
2016
Q4 | $70K | Hold |
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|
2016
Q3 | $65.6K | Buy |
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|
2016
Q2 | $54.6K | Sell |
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|
2016
Q1 | $3.12M | Buy |
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|
2015
Q4 | $2.95M | Buy |
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|
2015
Q3 | $2.75M | Buy |
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|
2015
Q2 | $2.76M | Buy |
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|
2015
Q1 | $54.1K | Hold |
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|
2014
Q4 | $49.3K | Hold |
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|
2014
Q3 | $55.9K | Hold |
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|
2014
Q2 | $55.3K | Hold |
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|
2014
Q1 | $53K | Buy |
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|
2013
Q4 | $25.1K | Sell |
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|
2013
Q3 | $132K | Hold |
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|
2013
Q2 | $134K | Buy |
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