Commonwealth Equity Services’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 | $33M | Sell |
276,731
-24,057
| -8% | -$2.87M | 0.04% | 410 |
|
|
2025
Q1 | $37.1M | Buy |
300,788
+8,624
| +3% | +$1.06M | 0.05% | 354 |
|
|
2024
Q4 | $33.3M | Sell |
292,164
-9,639
| -3% | -$1.1M | 0.05% | 358 |
|
|
2024
Q3 | $39.7M | Sell |
301,803
-136
| -0% | -$17.9K | 0.06% | 300 |
|
|
2024
Q2 | $42.6M | Buy |
301,939
+4,065
| +1% | +$574K | 0.07% | 270 |
|
|
2024
Q1 | $48.7M | Sell |
297,874
-20,565
| -6% | -$3.36M | 0.08% | 235 |
|
|
2023
Q4 | $42.4M | Buy |
318,439
+36,287
| +13% | +$4.83M | 0.08% | 242 |
|
|
2023
Q3 | $33.9M | Buy |
282,152
+5,380
| +2% | +$646K | 0.07% | 265 |
|
|
2023
Q2 | $26.4M | Buy |
276,772
+7,973
| +3% | +$760K | 0.05% | 332 |
|
|
2023
Q1 | $27.3K | Sell |
268,799
-12,928
| -5% | -$1.31K | 0.06% | 299 |
|
|
2022
Q4 | $29.3M | Buy |
281,727
+9,762
| +4% | +$1.02M | 0.07% | 270 |
|
|
2022
Q3 | $22M | Buy |
271,965
+28,056
| +12% | +$2.26M | 0.06% | 305 |
|
|
2022
Q2 | $20M | Sell |
243,909
-6,903
| -3% | -$566K | 0.05% | 347 |
|
|
2022
Q1 | $21.7M | Buy |
250,812
+18,142
| +8% | +$1.57M | 0.05% | 345 |
|
|
2021
Q4 | $16.9M | Buy |
232,670
+7,260
| +3% | +$526K | 0.04% | 422 |
|
|
2021
Q3 | $15.8M | Buy |
225,410
+16,031
| +8% | +$1.12M | 0.04% | 407 |
|
|
2021
Q2 | $18M | Buy |
209,379
+10,492
| +5% | +$900K | 0.05% | 378 |
|
|
2021
Q1 | $16.2M | Sell |
198,887
-3,767
| -2% | -$307K | 0.05% | 383 |
|
|
2020
Q4 | $14.2M | Sell |
202,654
-21,785
| -10% | -$1.52M | 0.04% | 384 |
|
|
2020
Q3 | $11.6M | Sell |
224,439
-5,615
| -2% | -$291K | 0.04% | 394 |
|
|
2020
Q2 | $16.5M | Sell |
230,054
-691
| -0.3% | -$49.7K | 0.06% | 281 |
|
|
2020
Q1 | $12.4M | Buy |
230,745
+11,580
| +5% | +$621K | 0.06% | 310 |
|
|
2019
Q4 | $24.4M | Buy |
219,165
+14,730
| +7% | +$1.64M | 0.09% | 215 |
|
|
2019
Q3 | $20.9M | Sell |
204,435
-6,273
| -3% | -$642K | 0.09% | 222 |
|
|
2019
Q2 | $19.7M | Sell |
210,708
-1,750
| -0.8% | -$164K | 0.09% | 224 |
|
|
2019
Q1 | $20.2M | Buy |
212,458
+1,846
| +0.9% | +$176K | 0.09% | 212 |
|
|
2018
Q4 | $18.1M | Buy |
210,612
+3,633
| +2% | +$313K | 0.1% | 204 |
|
|
2018
Q3 | $23.3M | Sell |
206,979
-3,109
| -1% | -$350K | 0.11% | 178 |
|
|
2018
Q2 | $23.6M | Sell |
210,088
-6,075
| -3% | -$682K | 0.12% | 156 |
|
|
2018
Q1 | $20.7M | Buy |
216,163
+1,482
| +0.7% | +$142K | 0.11% | 174 |
|
|
2017
Q4 | $21.7M | Sell |
214,681
-2,434
| -1% | -$246K | 0.12% | 165 |
|
|
2017
Q3 | $19.9M | Sell |
217,115
-12,176
| -5% | -$1.12M | 0.12% | 165 |
|
|
2017
Q2 | $19M | Buy |
229,291
+3,994
| +2% | +$330K | 0.12% | 165 |
|
|
2017
Q1 | $17.8M | Buy |
225,297
+5,659
| +3% | +$448K | 0.12% | 168 |
|
|
2016
Q4 | $19M | Sell |
219,638
-4,422
| -2% | -$382K | 0.14% | 148 |
|
|
2016
Q3 | $18M | Buy |
224,060
+1,239
| +0.6% | +$99.8K | 0.14% | 150 |
|
|
2016
Q2 | $17.7M | Buy |
222,821
+21,114
| +10% | +$1.68M | 0.15% | 146 |
|
|
2016
Q1 | $17.5M | Buy |
201,707
+20,929
| +12% | +$1.81M | 0.16% | 136 |
|
|
2015
Q4 | $14.8M | Buy |
180,778
+18,478
| +11% | +$1.51M | 0.14% | 148 |
|
|
2015
Q3 | $12.5M | Buy |
162,300
+34,298
| +27% | +$2.64M | 0.13% | 159 |
|
|
2015
Q2 | $10.3M | Buy |
128,002
+606
| +0.5% | +$48.8K | 0.1% | 202 |
|
|
2015
Q1 | $10M | Buy |
127,396
+11,330
| +10% | +$891K | 0.1% | 196 |
|
|
2014
Q4 | $8.32M | Sell |
116,066
-1,947
| -2% | -$140K | 0.09% | 209 |
|
|
2014
Q3 | $9.6M | Buy |
118,013
+196
| +0.2% | +$15.9K | 0.12% | 168 |
|
|
2014
Q2 | $9.48M | Buy |
117,817
+2,934
| +3% | +$236K | 0.12% | 164 |
|
|
2014
Q1 | $8.85M | Buy |
114,883
+3,230
| +3% | +$249K | 0.12% | 161 |
|
|
2013
Q4 | $8.61M | Sell |
111,653
-1,146
| -1% | -$88.4K | 0.13% | 154 |
|
|
2013
Q3 | $6.52M | Sell |
112,799
-7,474
| -6% | -$432K | 0.11% | 191 |
|
|
2013
Q2 | $7.09M | Buy |
+120,273
| New | +$7.09M | 0.13% | 160 |
|