Checchi Capital 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
Q3 | $699K | Sell |
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|
2025
Q2 | $671K | Sell |
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|
2025
Q1 | $766K | Buy |
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|
2024
Q4 | $672K | Buy |
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|
2024
Q3 | $769K | Sell |
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|
2024
Q2 | $855K | Buy |
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|
2024
Q1 | $986K | Buy |
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|
2023
Q4 | $790K | Buy |
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|
2023
Q3 | $711K | Buy |
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|
2023
Q2 | $556K | Buy |
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|
2023
Q1 | $579K | Sell |
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|
2022
Q4 | $596K | Sell |
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|
2022
Q3 | $596K | Buy |
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|
2022
Q2 | $649K | Buy |
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|
2022
Q1 | $529K | Buy |
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|
2021
Q4 | $368K | Buy |
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|
2021
Q3 | $242K | Sell |
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|
2021
Q2 | $360K | Buy |
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|
2021
Q1 | $325K | Sell |
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|
2020
Q4 | $296K | Buy |
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|
2020
Q3 | $210K | Sell |
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|
2020
Q2 | $303K | Sell |
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|
2020
Q1 | $232K | Buy |
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|
2019
Q4 | $468K | Buy |
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|
2019
Q3 | $415K | Sell |
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|
2019
Q2 | $388K | Sell |
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|
2019
Q1 | $440K | Sell |
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|
2018
Q4 | $406K | Sell |
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|
2018
Q3 | $585K | Buy |
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|
2018
Q2 | $537K | Buy |
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|
2018
Q1 | $452K | Buy |
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|
2017
Q4 | $460K | Buy |
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|
2017
Q3 | $406K | Buy |
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|
2017
Q2 | $365K | Sell |
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|
2017
Q1 | $382K | Sell |
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|
2016
Q4 | $472K | Buy |
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|
2016
Q3 | $422K | Sell |
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|
2016
Q2 | $446K | Sell |
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|
2016
Q1 | $507K | Buy |
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|
2015
Q4 | $467K | Buy |
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|
2015
Q3 | $389K | Buy |
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|
2015
Q2 | $387K | Buy |
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|
2015
Q1 | $354K | Buy |
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|
2014
Q4 | $319K | Buy |
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|
2014
Q3 | $322K | Buy |
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|
2014
Q2 | $266K | Buy |
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|
2014
Q1 | $204K | Buy |
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