E&G 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Sell |
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|
2025
Q1 | $367K | Sell |
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|
2024
Q4 | $344K | Hold |
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|
2024
Q3 | $397K | Sell |
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|
2024
Q2 | $434K | Sell |
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|
2024
Q1 | $510K | Buy |
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|
2023
Q4 | $366K | Hold |
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|
2023
Q3 | $331K | Sell |
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|
2023
Q2 | $301K | Hold |
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|
2023
Q1 | $320K | Hold |
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|
2022
Q4 | $328K | Buy |
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|
2022
Q3 | $246K | Hold |
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|
2022
Q2 | $250K | Sell |
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|
2022
Q1 | $290K | Hold |
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|
2021
Q4 | $243K | Hold |
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|
2021
Q3 | $235K | Buy |
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|
2021
Q2 | – | Hold |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $370K | Buy |
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|
2019
Q3 | $317K | Sell |
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|
2019
Q2 | $355K | Hold |
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|
2019
Q1 | $362K | Buy |
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|
2018
Q4 | $215K | Buy |
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|
2018
Q3 | $237K | Hold |
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|
2018
Q2 | $236K | Hold |
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|
2018
Q1 | $201K | Sell |
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|
2017
Q4 | $384K | Sell |
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|
2017
Q3 | $467K | Hold |
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|
2017
Q2 | $422K | Buy |
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|
2017
Q1 | $364K | Buy |
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