Dynamic Advisor Solutions’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Sell |
11,913
-246
| -2% | -$29.3K | 0.04% | 368 |
|
|
2025
Q1 | $1.5M | Buy |
12,159
+1
| +0% | +$123 | 0.05% | 339 |
|
|
2024
Q4 | $1.39M | Sell |
12,158
-277
| -2% | -$31.6K | 0.06% | 263 |
|
|
2024
Q3 | $1.63M | Sell |
12,435
-209
| -2% | -$27.5K | 0.05% | 335 |
|
|
2024
Q2 | $1.78M | Sell |
12,644
-371
| -3% | -$52.4K | 0.06% | 322 |
|
|
2024
Q1 | $2.13M | Sell |
13,015
-377
| -3% | -$61.6K | 0.07% | 288 |
|
|
2023
Q4 | $1.81M | Buy |
13,392
+401
| +3% | +$54.2K | 0.07% | 297 |
|
|
2023
Q3 | $1.56M | Sell |
12,991
-4,856
| -27% | -$583K | 0.07% | 278 |
|
|
2023
Q2 | $1.7M | Sell |
17,847
-544
| -3% | -$51.9K | 0.09% | 246 |
|
|
2023
Q1 | $1.86M | Buy |
18,391
+131
| +0.7% | +$13.3K | 0.11% | 221 |
|
|
2022
Q4 | $1.9M | Buy |
18,260
+646
| +4% | +$67.2K | 0.13% | 184 |
|
|
2022
Q3 | $1.42M | Buy |
17,614
+803
| +5% | +$64.8K | 0.11% | 201 |
|
|
2022
Q2 | $1.38M | Buy |
16,811
+256
| +2% | +$21K | 0.11% | 210 |
|
|
2022
Q1 | $1.43M | Sell |
16,555
-268
| -2% | -$23.2K | 0.1% | 212 |
|
|
2021
Q4 | $1.22M | Sell |
16,823
-204
| -1% | -$14.8K | 0.09% | 238 |
|
|
2021
Q3 | $1.19M | Buy |
17,027
+7,375
| +76% | +$516K | 0.09% | 250 |
|
|
2021
Q2 | $828K | Buy |
9,652
+811
| +9% | +$69.6K | 0.07% | 307 |
|
|
2021
Q1 | $721K | Buy |
8,841
+5,156
| +140% | +$420K | 0.07% | 301 |
|
|
2020
Q4 | $258K | Sell |
3,685
-443
| -11% | -$31K | 0.02% | 531 |
|
|
2020
Q3 | $214K | Sell |
4,128
-4,621
| -53% | -$240K | 0.02% | 510 |
|
|
2020
Q2 | $629K | Buy |
8,749
+2,160
| +33% | +$155K | 0.09% | 246 |
|
|
2020
Q1 | $354K | Sell |
6,589
-132
| -2% | -$7.09K | 0.06% | 305 |
|
|
2019
Q4 | $749K | Buy |
6,721
+1,002
| +18% | +$112K | 0.1% | 236 |
|
|
2019
Q3 | $586K | Buy |
5,719
+2
| +0% | +$205 | 0.09% | 248 |
|
|
2019
Q2 | $535K | Buy |
5,717
+1,030
| +22% | +$96.4K | 0.09% | 247 |
|
|
2019
Q1 | $446K | Buy |
4,687
+1
| +0% | +$95 | 0.08% | 238 |
|
|
2018
Q4 | $436K | Buy |
4,686
+1,752
| +60% | +$163K | 0.09% | 224 |
|
|
2018
Q3 | $331K | Sell |
2,934
-1,056
| -26% | -$119K | 0.07% | 282 |
|
|
2018
Q2 | $448K | Buy |
3,990
+1,012
| +34% | +$114K | 0.1% | 233 |
|
|
2018
Q1 | $286K | Sell |
2,978
-1,366
| -31% | -$131K | 0.07% | 265 |
|
|
2017
Q4 | $439K | Buy |
4,344
+1
| +0% | +$101 | 0.14% | 164 |
|
|
2017
Q3 | $398K | Buy |
4,343
+1,002
| +30% | +$91.8K | 0.16% | 158 |
|
|
2017
Q2 | $276K | Buy |
3,341
+102
| +3% | +$8.43K | 0.11% | 182 |
|
|
2017
Q1 | $257K | Sell |
3,239
-7,780
| -71% | -$617K | 0.1% | 177 |
|
|
2016
Q4 | $952K | Buy |
+11,019
| New | +$952K | 0.38% | 75 |
|