Checchi Capital Advisers’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $671K | Sell |
5,621
-583
| -9% | -$69.6K | 0.04% | 278 |
|
|
2025
Q1 | $766K | Buy |
6,204
+307
| +5% | +$37.9K | 0.04% | 252 |
|
|
2024
Q4 | $672K | Buy |
5,897
+47
| +0.8% | +$5.36K | 0.04% | 262 |
|
|
2024
Q3 | $769K | Sell |
5,850
-209
| -3% | -$27.5K | 0.04% | 233 |
|
|
2024
Q2 | $855K | Buy |
6,059
+25
| +0.4% | +$3.53K | 0.04% | 211 |
|
|
2024
Q1 | $986K | Buy |
6,034
+101
| +2% | +$16.5K | 0.08% | 197 |
|
|
2023
Q4 | $790K | Buy |
5,933
+15
| +0.3% | +$2K | 0.06% | 215 |
|
|
2023
Q3 | $711K | Buy |
5,918
+86
| +1% | +$10.3K | 0.07% | 220 |
|
|
2023
Q2 | $556K | Buy |
5,832
+122
| +2% | +$11.6K | 0.05% | 272 |
|
|
2023
Q1 | $579K | Sell |
5,710
-18
| -0.3% | -$1.83K | 0.06% | 258 |
|
|
2022
Q4 | $596K | Sell |
5,728
-1,657
| -22% | -$172K | 0.06% | 236 |
|
|
2022
Q3 | $596K | Buy |
7,385
+97
| +1% | +$7.83K | 0.06% | 227 |
|
|
2022
Q2 | $649K | Buy |
7,288
+1,164
| +19% | +$104K | 0.06% | 235 |
|
|
2022
Q1 | $529K | Buy |
6,124
+1,049
| +21% | +$90.6K | 0.05% | 247 |
|
|
2021
Q4 | $368K | Buy |
5,075
+1,622
| +47% | +$118K | 0.03% | 338 |
|
|
2021
Q3 | $242K | Sell |
3,453
-743
| -18% | -$52.1K | 0.02% | 419 |
|
|
2021
Q2 | $360K | Buy |
4,196
+214
| +5% | +$18.4K | 0.04% | 311 |
|
|
2021
Q1 | $325K | Sell |
3,982
-255
| -6% | -$20.8K | 0.03% | 324 |
|
|
2020
Q4 | $296K | Buy |
4,237
+185
| +5% | +$12.9K | 0.03% | 329 |
|
|
2020
Q3 | $210K | Sell |
4,052
-164
| -4% | -$8.5K | 0.02% | 389 |
|
|
2020
Q2 | $303K | Sell |
4,216
-100
| -2% | -$7.19K | 0.04% | 293 |
|
|
2020
Q1 | $232K | Buy |
4,316
+118
| +3% | +$6.34K | 0.02% | 296 |
|
|
2019
Q4 | $468K | Buy |
4,198
+141
| +3% | +$15.7K | 0.06% | 207 |
|
|
2019
Q3 | $415K | Sell |
4,057
-92
| -2% | -$9.41K | 0.05% | 224 |
|
|
2019
Q2 | $388K | Sell |
4,149
-471
| -10% | -$44K | 0.05% | 235 |
|
|
2019
Q1 | $440K | Sell |
4,620
-89
| -2% | -$8.48K | 0.05% | 195 |
|
|
2018
Q4 | $406K | Sell |
4,709
-485
| -9% | -$41.8K | 0.05% | 196 |
|
|
2018
Q3 | $585K | Buy |
5,194
+410
| +9% | +$46.2K | 0.07% | 175 |
|
|
2018
Q2 | $537K | Buy |
4,784
+68
| +1% | +$7.63K | 0.07% | 179 |
|
|
2018
Q1 | $452K | Buy |
4,716
+172
| +4% | +$16.5K | 0.06% | 200 |
|
|
2017
Q4 | $460K | Buy |
4,544
+115
| +3% | +$11.6K | 0.06% | 207 |
|
|
2017
Q3 | $406K | Buy |
4,429
+10
| +0.2% | +$917 | 0.04% | 204 |
|
|
2017
Q2 | $365K | Sell |
4,419
-401
| -8% | -$33.1K | 0.04% | 228 |
|
|
2017
Q1 | $382K | Sell |
4,820
-640
| -12% | -$50.7K | 0.04% | 223 |
|
|
2016
Q4 | $472K | Buy |
5,460
+215
| +4% | +$18.6K | 0.06% | 175 |
|
|
2016
Q3 | $422K | Sell |
5,245
-374
| -7% | -$30.1K | 0.05% | 175 |
|
|
2016
Q2 | $446K | Sell |
5,619
-232
| -4% | -$18.4K | 0.05% | 162 |
|
|
2016
Q1 | $507K | Buy |
5,851
+146
| +3% | +$12.7K | 0.11% | 142 |
|
|
2015
Q4 | $467K | Buy |
5,705
+646
| +13% | +$52.9K | 0.12% | 155 |
|
|
2015
Q3 | $389K | Buy |
5,059
+261
| +5% | +$20.1K | 0.11% | 162 |
|
|
2015
Q2 | $387K | Buy |
4,798
+298
| +7% | +$24K | 0.1% | 178 |
|
|
2015
Q1 | $354K | Buy |
4,500
+44
| +1% | +$3.46K | 0.1% | 188 |
|
|
2014
Q4 | $319K | Buy |
4,456
+493
| +12% | +$35.3K | 0.12% | 183 |
|
|
2014
Q3 | $322K | Buy |
3,963
+657
| +20% | +$53.4K | 0.13% | 155 |
|
|
2014
Q2 | $266K | Buy |
3,306
+654
| +25% | +$52.6K | 0.12% | 166 |
|
|
2014
Q1 | $204K | Buy |
+2,652
| New | +$204K | 0.13% | 171 |
|