Cetera Advisor Networks’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $11.8M | Buy |
72,440
+3,501
| +5% | +$572K | 0.06% | 336 |
|
|
2023
Q4 | $9.18M | Buy |
68,939
+1,644
| +2% | +$219K | 0.05% | 371 |
|
|
2023
Q3 | $8.09M | Buy |
67,295
+6,607
| +11% | +$794K | 0.05% | 363 |
|
|
2023
Q2 | $5.79M | Sell |
60,688
-519
| -0.8% | -$49.5K | 0.04% | 441 |
|
|
2023
Q1 | $6.21M | Buy |
61,207
+3,830
| +7% | +$388K | 0.05% | 402 |
|
|
2022
Q4 | $5.97M | Buy |
57,377
+13,813
| +32% | +$1.44M | 0.05% | 397 |
|
|
2022
Q3 | $3.52M | Buy |
43,564
+1,001
| +2% | +$80.8K | 0.04% | 411 |
|
|
2022
Q2 | $3.49M | Buy |
42,563
+3,077
| +8% | +$252K | 0.04% | 402 |
|
|
2022
Q1 | $3.41M | Buy |
39,486
+3,497
| +10% | +$302K | 0.04% | 431 |
|
|
2021
Q4 | $2.61M | Buy |
35,989
+2,011
| +6% | +$146K | 0.03% | 505 |
|
|
2021
Q3 | $2.38M | Buy |
33,978
+1,373
| +4% | +$96.2K | 0.03% | 491 |
|
|
2021
Q2 | $2.8M | Buy |
32,605
+10,544
| +48% | +$905K | 0.04% | 422 |
|
|
2021
Q1 | $1.8M | Sell |
22,061
-3,894
| -15% | -$318K | 0.04% | 391 |
|
|
2020
Q4 | $1.82M | Buy |
25,955
+182
| +0.7% | +$12.7K | 0.04% | 357 |
|
|
2020
Q3 | $1.34M | Sell |
25,773
-204
| -0.8% | -$10.6K | 0.03% | 393 |
|
|
2020
Q2 | $1.87M | Sell |
25,977
-1,499
| -5% | -$108K | 0.05% | 311 |
|
|
2020
Q1 | $1.47M | Sell |
27,476
-2,808
| -9% | -$151K | 0.05% | 320 |
|
|
2019
Q4 | $3.37M | Buy |
30,284
+2,999
| +11% | +$334K | 0.09% | 202 |
|
|
2019
Q3 | $2.8M | Buy |
27,285
+28
| +0.1% | +$2.87K | 0.08% | 221 |
|
|
2019
Q2 | $2.55M | Buy |
27,257
+2,493
| +10% | +$233K | 0.08% | 226 |
|
|
2019
Q1 | $2.37M | Buy |
24,764
+1,717
| +7% | +$164K | 0.08% | 233 |
|
|
2018
Q4 | $1.99M | Buy |
23,047
+1,175
| +5% | +$101K | 0.08% | 234 |
|
|
2018
Q3 | $2.47M | Buy |
21,872
+7,040
| +47% | +$794K | 0.09% | 204 |
|
|
2018
Q2 | $1.66M | Sell |
14,832
-723
| -5% | -$81.1K | 0.08% | 206 |
|
|
2018
Q1 | $1.5M | Sell |
15,555
-361
| -2% | -$34.9K | 0.07% | 245 |
|
|
2017
Q4 | $1.61M | Sell |
15,916
-479
| -3% | -$48.5K | 0.07% | 246 |
|
|
2017
Q3 | $1.51M | Sell |
16,395
-1,450
| -8% | -$133K | 0.07% | 242 |
|
|
2017
Q2 | $1.47M | Sell |
17,845
-596
| -3% | -$49.2K | 0.07% | 246 |
|
|
2017
Q1 | $1.46M | Buy |
18,441
+241
| +1% | +$19.1K | 0.07% | 243 |
|
|
2016
Q4 | $1.57M | Sell |
18,200
-7,026
| -28% | -$606K | 0.08% | 217 |
|
|
2016
Q3 | $2.03M | Buy |
25,226
+5,511
| +28% | +$444K | 0.08% | 230 |
|
|
2016
Q2 | $1.57M | Buy |
19,715
+1,819
| +10% | +$145K | 0.09% | 216 |
|
|
2016
Q1 | $1.55M | Buy |
17,896
+65
| +0.4% | +$5.63K | 0.1% | 206 |
|
|
2015
Q4 | $1.45M | Sell |
17,831
-2,416
| -12% | -$197K | 0.09% | 210 |
|
|
2015
Q3 | $1.57M | Buy |
20,247
+1,374
| +7% | +$106K | 0.11% | 195 |
|
|
2015
Q2 | $1.49M | Hold |
18,873
| – | – | 0.1% | 216 |
|
|
2015
Q1 | $1.49M | Buy |
18,873
+935
| +5% | +$73.7K | 0.1% | 216 |
|
|
2014
Q4 | $1.29M | Sell |
17,938
-3,407
| -16% | -$245K | 0.09% | 225 |
|
|
2014
Q3 | $1.73M | Buy |
21,345
+2,419
| +13% | +$196K | 0.12% | 183 |
|
|
2014
Q2 | $1.52M | Sell |
18,926
-383
| -2% | -$30.8K | 0.1% | 219 |
|
|
2014
Q1 | $1.5M | Sell |
19,309
-1,395
| -7% | -$108K | 0.11% | 202 |
|
|
2013
Q4 | $1.61M | Buy |
20,704
+1,258
| +6% | +$97.5K | 0.12% | 173 |
|
|
2013
Q3 | $1.13M | Buy |
19,446
+2,777
| +17% | +$161K | 0.1% | 208 |
|
|
2013
Q2 | $985K | Buy |
+16,669
| New | +$985K | 0.1% | 201 |
|