Delta Financial Advisors’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 | $1.02M | Sell |
8,552
-423
| -5% | -$50.5K | 0.36% | 69 |
|
|
2025
Q1 | $1.11M | Buy |
8,975
+1
| +0% | +$123 | 0.42% | 67 |
|
|
2024
Q4 | $1.02M | Sell |
8,974
-248
| -3% | -$28.3K | 0.38% | 69 |
|
|
2024
Q3 | $1.21M | Sell |
9,222
-174
| -2% | -$22.9K | 0.44% | 66 |
|
|
2024
Q2 | $1.33M | Buy |
9,396
+1
| +0% | +$141 | 0.51% | 61 |
|
|
2024
Q1 | $1.53M | Buy |
9,395
+311
| +3% | +$50.8K | 0.61% | 58 |
|
|
2023
Q4 | $1.21M | Buy |
9,084
+1
| +0% | +$133 | 0.52% | 63 |
|
|
2023
Q3 | $1.09M | Buy |
9,083
+2
| +0% | +$240 | 0.49% | 65 |
|
|
2023
Q2 | $866K | Sell |
9,081
-129
| -1% | -$12.3K | 0.38% | 77 |
|
|
2023
Q1 | $934K | Buy |
9,210
+2
| +0% | +$203 | 0.45% | 69 |
|
|
2022
Q4 | $958K | Buy |
9,208
+1
| +0% | +$104 | 0.46% | 67 |
|
|
2022
Q3 | $743K | Buy |
9,207
+1
| +0% | +$81 | 0.39% | 77 |
|
|
2022
Q2 | $755K | Buy |
9,206
+2
| +0% | +$164 | 0.38% | 81 |
|
|
2022
Q1 | $795K | Buy |
9,204
+1
| +0% | +$86 | 0.34% | 81 |
|
|
2021
Q4 | $667K | Buy |
9,203
+2
| +0% | +$145 | 0.27% | 86 |
|
|
2021
Q3 | $644K | Buy |
9,201
+2
| +0% | +$140 | 0.29% | 87 |
|
|
2021
Q2 | $789K | Buy |
9,199
+1
| +0% | +$86 | 0.35% | 81 |
|
|
2021
Q1 | $750K | Sell |
9,198
-359
| -4% | -$29.3K | 0.35% | 81 |
|
|
2020
Q4 | $668K | Sell |
9,557
-150
| -2% | -$10.5K | 0.33% | 85 |
|
|
2020
Q3 | $503K | Buy |
9,707
+2,322
| +31% | +$120K | 0.28% | 89 |
|
|
2020
Q2 | $531K | Buy |
+7,385
| New | +$531K | 0.31% | 84 |
|
|
2020
Q1 | – | Sell |
-1,950
| Closed | -$217K | – | 106 |
|
|
2019
Q4 | $217K | Buy |
+1,950
| New | +$217K | 0.09% | 108 |
|