EWM
Empirical Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $489K | Buy |
4,101
+50
| +1% | +$5.97K | 0.01% | 422 |
|
|
2025
Q1 | $500K | Buy |
4,051
+386
| +11% | +$47.7K | 0.01% | 400 |
|
|
2024
Q4 | $418K | Buy |
3,665
+473
| +15% | +$53.9K | 0.01% | 424 |
|
|
2024
Q3 | $420K | Sell |
3,192
-153
| -5% | -$20.1K | 0.01% | 396 |
|
|
2024
Q2 | $472K | Sell |
3,345
-461
| -12% | -$65.1K | 0.01% | 373 |
|
|
2024
Q1 | $622K | Buy |
3,806
+794
| +26% | +$130K | 0.02% | 318 |
|
|
2023
Q4 | $401K | Sell |
3,012
-416
| -12% | -$55.4K | 0.01% | 353 |
|
|
2023
Q3 | $412K | Buy |
3,428
+426
| +14% | +$51.2K | 0.02% | 329 |
|
|
2023
Q2 | $286K | Buy |
3,002
+264
| +10% | +$25.2K | 0.01% | 373 |
|
|
2023
Q1 | $278K | Buy |
2,738
+20
| +0.7% | +$2.03K | 0.01% | 401 |
|
|
2022
Q4 | $283K | Sell |
2,718
-881
| -24% | -$91.7K | 0.01% | 391 |
|
|
2022
Q3 | $291K | Sell |
3,599
-267
| -7% | -$21.6K | 0.02% | 380 |
|
|
2022
Q2 | $317K | Sell |
3,866
-2,713
| -41% | -$222K | 0.02% | 375 |
|
|
2022
Q1 | $568K | Buy |
6,579
+819
| +14% | +$70.7K | 0.03% | 308 |
|
|
2021
Q4 | $417K | Sell |
5,760
-500
| -8% | -$36.2K | 0.02% | 375 |
|
|
2021
Q3 | $438K | Buy |
6,260
+75
| +1% | +$5.25K | 0.02% | 324 |
|
|
2021
Q2 | $531K | Buy |
6,185
+423
| +7% | +$36.3K | 0.03% | 292 |
|
|
2021
Q1 | $470K | Sell |
5,762
-4,954
| -46% | -$404K | 0.04% | 259 |
|
|
2020
Q4 | $749K | Buy |
10,716
+900
| +9% | +$62.9K | 0.06% | 189 |
|
|
2020
Q3 | $509K | Sell |
9,816
-1,159
| -11% | -$60.1K | 0.04% | 209 |
|
|
2020
Q2 | $789K | Buy |
10,975
+932
| +9% | +$67K | 0.07% | 150 |
|
|
2020
Q1 | $539K | Sell |
10,043
-997
| -9% | -$53.5K | 0.06% | 171 |
|
|
2019
Q4 | $1.23M | Buy |
11,040
+141
| +1% | +$15.7K | 0.14% | 104 |
|
|
2019
Q3 | $1.12M | Buy |
10,899
+1,170
| +12% | +$120K | 0.14% | 105 |
|
|
2019
Q2 | $910K | Buy |
9,729
+1,542
| +19% | +$144K | 0.12% | 106 |
|
|
2019
Q1 | $779K | Buy |
8,187
+124
| +2% | +$11.8K | 0.11% | 108 |
|
|
2018
Q4 | $695K | Buy |
8,063
+82
| +1% | +$7.07K | 0.12% | 104 |
|
|
2018
Q3 | $900K | Buy |
7,981
+163
| +2% | +$18.4K | 0.16% | 73 |
|
|
2018
Q2 | $878K | Buy |
7,818
+5,122
| +190% | +$575K | 0.16% | 73 |
|
|
2018
Q1 | $259K | Buy |
2,696
+250
| +10% | +$24K | 0.05% | 146 |
|
|
2017
Q4 | $247K | Buy |
2,446
+217
| +10% | +$21.9K | 0.05% | 131 |
|
|
2017
Q3 | $204K | Buy |
+2,229
| New | +$204K | 0.05% | 136 |
|
|
2015
Q4 | – | Sell |
-2,930
| Closed | -$225K | – | 111 |
|
|
2015
Q3 | $225K | Sell |
2,930
-150
| -5% | -$11.5K | 0.05% | 108 |
|
|
2015
Q2 | $248K | Buy |
+3,080
| New | +$248K | 0.06% | 106 |
|