Cornerstone Wealth Management’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 | $832K | Sell |
6,972
-44
| -0.6% | -$5.25K | 0.05% | 301 |
|
|
2025
Q1 | $866K | Buy |
7,016
+16
| +0.2% | +$1.98K | 0.06% | 268 |
|
|
2024
Q4 | $798K | Buy |
7,000
+686
| +11% | +$78.2K | 0.05% | 271 |
|
|
2024
Q3 | $830K | Sell |
6,314
-34
| -0.5% | -$4.47K | 0.06% | 249 |
|
|
2024
Q2 | $896K | Sell |
6,348
-175
| -3% | -$24.7K | 0.07% | 220 |
|
|
2024
Q1 | $1.07M | Buy |
6,523
+28
| +0.4% | +$4.57K | 0.09% | 190 |
|
|
2023
Q4 | $865K | Buy |
6,495
+86
| +1% | +$11.5K | 0.07% | 220 |
|
|
2023
Q3 | $770K | Sell |
6,409
-34
| -0.5% | -$4.09K | 0.07% | 230 |
|
|
2023
Q2 | $615K | Buy |
6,443
+140
| +2% | +$13.4K | 0.05% | 264 |
|
|
2023
Q1 | $639K | Buy |
+6,303
| New | +$639K | 0.06% | 243 |
|
|
2022
Q3 | $497K | Buy |
6,159
+242
| +4% | +$19.5K | 0.06% | 254 |
|
|
2022
Q2 | $485K | Buy |
5,917
+205
| +4% | +$16.8K | 0.05% | 264 |
|
|
2022
Q1 | $493K | Sell |
5,712
-258
| -4% | -$22.3K | 0.05% | 275 |
|
|
2021
Q4 | $429K | Buy |
5,970
+134
| +2% | +$9.63K | 0.04% | 312 |
|
|
2021
Q3 | $409K | Buy |
5,836
+96
| +2% | +$6.73K | 0.04% | 306 |
|
|
2021
Q2 | $493K | Buy |
5,740
+1,122
| +24% | +$96.4K | 0.05% | 286 |
|
|
2021
Q1 | $377K | Sell |
4,618
-566
| -11% | -$46.2K | 0.04% | 311 |
|
|
2020
Q4 | $363K | Sell |
5,184
-592
| -10% | -$41.5K | 0.05% | 299 |
|
|
2020
Q3 | $299K | Sell |
5,776
-315
| -5% | -$16.3K | 0.04% | 305 |
|
|
2020
Q2 | $438K | Buy |
6,091
+494
| +9% | +$35.5K | 0.07% | 233 |
|
|
2020
Q1 | $300K | Buy |
5,597
+284
| +5% | +$15.2K | 0.06% | 260 |
|
|
2019
Q4 | $592K | Sell |
5,313
-369
| -6% | -$41.1K | 0.1% | 189 |
|
|
2019
Q3 | $582K | Sell |
5,682
-274
| -5% | -$28.1K | 0.1% | 189 |
|
|
2019
Q2 | $552K | Sell |
5,956
-1,033
| -15% | -$95.7K | 0.1% | 200 |
|
|
2019
Q1 | $1.32M | Buy |
6,989
+1,101
| +19% | +$208K | 0.16% | 154 |
|
|
2018
Q4 | $508K | Sell |
5,888
-575,263
| -99% | -$49.6M | 0.11% | 189 |
|
|
2018
Q3 | $6.23M | Sell |
581,151
-305,879
| -34% | -$3.28M | 0.08% | 244 |
|
|
2018
Q2 | $8.02M | Buy |
887,030
+879,174
| +11,191% | +$7.95M | 0.09% | 233 |
|
|
2018
Q1 | $744K | Buy |
7,856
+1,311
| +20% | +$124K | 0.14% | 145 |
|
|
2017
Q4 | $670K | Buy |
6,545
+319
| +5% | +$32.7K | 0.13% | 161 |
|
|
2017
Q3 | $579K | Buy |
6,226
+165
| +3% | +$15.3K | 0.12% | 173 |
|
|
2017
Q2 | $498K | Buy |
6,061
+405
| +7% | +$33.3K | 0.11% | 180 |
|
|
2017
Q1 | $442K | Sell |
5,656
-652
| -10% | -$51K | 0.11% | 187 |
|
|
2016
Q4 | $547K | Buy |
6,308
+54
| +0.9% | +$4.68K | 0.18% | 117 |
|
|
2016
Q3 | $499K | Buy |
+6,254
| New | +$499K | 0.18% | 114 |
|