Crewe 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.2K | Buy |
78
+16
| +26% | +$2.51K | ﹤0.01% | 579 |
|
|
2025
Q4 | $8K | Hold |
62
| – | – | ﹤0.01% | 663 |
|
|
2025
Q3 | $8.43K | Buy |
62
+17
| +38% | +$2.18K | ﹤0.01% | 660 |
|
|
2025
Q2 | $5.37K | Hold |
45
| – | – | ﹤0.01% | 525 |
|
|
2025
Q1 | $5.56K | Sell |
45
-11
| -20% | -$1.36K | ﹤0.01% | 470 |
|
|
2024
Q4 | $6.38K | Sell |
56
-1
| -2% | -$127 | ﹤0.01% | 462 |
|
|
2024
Q3 | $7.49K | Buy |
57
+4
| +8% | +$540 | ﹤0.01% | 527 |
|
|
2024
Q2 | $7.48K | Sell |
53
-99
| -65% | -$14.7K | ﹤0.01% | 734 |
|
|
2024
Q1 | $24.8K | Buy |
+152
| New | +$21.9K | ﹤0.01% | 467 |
|
|
2023
Q3 | – | Sell |
-102
| Closed | -$9.73K | – | 848 |
|
|
2023
Q2 | $9.73K | Buy |
102
+2
| +2% | +$194 | ﹤0.01% | 411 |
|
|
2023
Q1 | $10.1K | Sell |
100
-20
| -17% | -$2.03K | ﹤0.01% | 546 |
|
|
2022
Q4 | $12.5K | Buy |
120
+47
| +64% | +$4.81K | ﹤0.01% | 514 |
|
|
2022
Q3 | $6K | Buy |
73
+13
| +22% | +$1.11K | ﹤0.01% | 814 |
|
|
2022
Q2 | $5K | Buy |
+60
| New | +$5.55K | ﹤0.01% | 771 |
|
|
2020
Q4 | – | Sell |
-207
| Closed | -$11K | – | 603 |
|
|
2020
Q3 | $11K | Sell |
207
-197
| -49% | -$12K | 0.01% | 239 |
|
|
2020
Q2 | $29K | Sell |
404
-86
| -18% | -$6.09K | 0.01% | 126 |
|
|
2020
Q1 | $26K | Sell |
490
-2
| -0.4% | -$163 | 0.02% | 114 |
|
|
2019
Q4 | $55K | Sell |
492
-840
| -63% | -$94.4K | 0.02% | 109 |
|
|
2019
Q3 | $136K | Sell |
1,332
-2,263
| -63% | -$227K | 0.06% | 68 |
|
|
2019
Q2 | $336K | Buy |
3,595
+2,342
| +187% | +$210K | 0.11% | 56 |
|
|
2019
Q1 | $119K | Buy |
1,253
+761
| +155% | +$72.3K | 0.04% | 80 |
|
|
2018
Q4 | $42K | Hold |
492
| – | – | 0.01% | 122 |
|
|
2018
Q3 | $55K | Sell |
492
-115
| -19% | -$13.3K | 0.05% | 111 |
|
|
2018
Q2 | $68K | Buy |
607
+227
| +60% | +$25.5K | 0.06% | 100 |
|
|
2018
Q1 | $36K | Hold |
380
| – | – | 0.04% | 137 |
|
|
2017
Q4 | $38K | Buy |
+380
| New | +$36.1K | 0.04% | 139 |
|
Other funds holding PSX
VCM
VPM
EIM
