Clearstead 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
Q2 | $1.78M | Buy |
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|
2025
Q1 | $1.66M | Buy |
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|
2024
Q4 | $1.48M | Sell |
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|
2024
Q3 | $1.82M | Buy |
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|
2024
Q2 | $1.92M | Buy |
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $1.03M | Sell |
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|
2023
Q3 | $1.55M | Buy |
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|
2023
Q2 | $617K | Buy |
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|
2023
Q1 | $639K | Buy |
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|
2022
Q4 | $646K | Sell |
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|
2022
Q3 | $554K | Sell |
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|
2022
Q2 | $568K | Buy |
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|
2022
Q1 | $533K | Hold |
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|
2021
Q4 | $447K | Sell |
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|
2021
Q3 | $465K | Buy |
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|
2021
Q2 | $529K | Sell |
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|
2021
Q1 | $508K | Sell |
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|
2020
Q4 | $511K | Sell |
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|
2020
Q3 | $402K | Sell |
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|
2020
Q2 | $600K | Sell |
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|
2020
Q1 | $452K | Buy |
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|
2019
Q4 | $500K | Hold |
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|
2019
Q3 | $460K | Hold |
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|
2019
Q2 | $420K | Hold |
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|
2019
Q1 | $427K | Hold |
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|
2018
Q4 | $387K | Hold |
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|
2018
Q3 | $506K | Sell |
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|
2018
Q2 | $543K | Buy |
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|
2018
Q1 | $457K | Sell |
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|
2017
Q4 | $673K | Sell |
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|
2017
Q3 | $1.21M | Buy |
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|
2017
Q2 | $609K | Buy |
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|
2017
Q1 | $550K | Buy |
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|
2016
Q4 | $513K | Buy |
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