Capital Investment Advisors’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 | $557K | Sell |
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|
2025
Q2 | $540K | Buy |
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|
2025
Q1 | $533K | Buy |
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|
2024
Q4 | $472K | Buy |
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|
2024
Q3 | $386K | Sell |
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|
2024
Q2 | $520K | Buy |
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|
2024
Q1 | $469K | Sell |
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|
2023
Q4 | $405K | Sell |
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|
2023
Q3 | $376K | Buy |
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|
2023
Q2 | $296K | Buy |
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|
2023
Q1 | $312K | Sell |
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|
2022
Q4 | $333K | Sell |
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|
2022
Q3 | $307K | Sell |
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|
2022
Q2 | $319K | Buy |
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|
2022
Q1 | $327K | Buy |
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|
2021
Q4 | $268K | Buy |
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|
2021
Q3 | $242K | Sell |
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|
2021
Q2 | $310K | Buy |
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|
2021
Q1 | $295K | Sell |
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|
2020
Q4 | $254K | Sell |
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|
2020
Q3 | $204K | Sell |
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|
2020
Q2 | $292K | Buy |
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|
2020
Q1 | $211K | Sell |
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|
2019
Q4 | $935K | Buy |
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|
2019
Q3 | $850K | Buy |
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|
2019
Q2 | $771K | Buy |
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|
2019
Q1 | $381K | Sell |
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|
2018
Q4 | $347K | Sell |
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|
2018
Q3 | $454K | Sell |
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|
2018
Q2 | $474K | Buy |
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|
2018
Q1 | $362K | Buy |
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|
2017
Q4 | $375K | Sell |
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|
2017
Q3 | $342K | Buy |
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|
2017
Q2 | $300K | Buy |
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|
2017
Q1 | $276K | Buy |
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|
2016
Q4 | $298K | Sell |
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|
2016
Q3 | $279K | Buy |
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|
2016
Q2 | $275K | Sell |
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|
2016
Q1 | $304K | Sell |
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|
2015
Q4 | $294K | Sell |
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|
2015
Q3 | $356K | Sell |
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|
2015
Q2 | $399K | Sell |
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|
2015
Q1 | $404K | Sell |
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|
2014
Q4 | $396K | Sell |
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|
2014
Q3 | $463K | Sell |
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|
2014
Q2 | $475K | Sell |
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|
2014
Q1 | $459K | Buy |
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|
2013
Q4 | $433K | Buy |
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