Cetera Investment Advisers’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
Q2 | $16.9M | Buy |
|
|||||
2025
Q1 | $17.1M | Buy |
|
|||||
2024
Q4 | $14.4M | Sell |
|
|||||
2024
Q3 | $17.2M | Sell |
|
|||||
2024
Q2 | $18.9M | Sell |
|
|||||
2024
Q1 | $23.3M | Buy |
|
|||||
2023
Q4 | $4.53M | Sell |
|
|||||
2023
Q3 | $4.29M | Buy |
|
|||||
2023
Q2 | $3.39M | Sell |
|
|||||
2023
Q1 | $4.09M | Buy |
|
|||||
2022
Q4 | $4.09M | Buy |
|
|||||
2022
Q3 | $1.44M | Sell |
|
|||||
2022
Q2 | $1.7M | Buy |
|
|||||
2022
Q1 | $1.47M | Buy |
|
|||||
2021
Q4 | $1.08M | Buy |
|
|||||
2021
Q3 | $918K | Sell |
|
|||||
2021
Q2 | $1.13M | Buy |
|
|||||
2021
Q1 | $900K | Sell |
|
|||||
2020
Q4 | $848K | Buy |
|
|||||
2020
Q3 | $319K | Buy |
|
|||||
2020
Q2 | $296K | Sell |
|
|||||
2020
Q1 | $268K | Sell |
|
|||||
2019
Q4 | $561K | Sell |
|
|||||
2019
Q3 | $516K | Sell |
|
|||||
2019
Q2 | $498K | Sell |
|
|||||
2019
Q1 | $517K | Sell |
|
|||||
2018
Q4 | $477K | Sell |
|
|||||
2018
Q3 | $701K | Buy |
|
|||||
2018
Q2 | $687K | Sell |
|
|||||
2018
Q1 | $669K | Sell |
|
|||||
2017
Q4 | $826K | Sell |
|
|||||
2017
Q3 | $759K | Sell |
|
|||||
2017
Q2 | $733K | Buy |
|
|||||
2017
Q1 | $663K | Sell |
|
|||||
2016
Q4 | $834K | Buy |
|
|||||
2016
Q3 | $293K | Sell |
|
|||||
2016
Q2 | $346K | Sell |
|
|||||
2016
Q1 | $386K | Sell |
|
|||||
2015
Q4 | $446K | Buy |
|