EP Wealth 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 | $1.4M | Buy |
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|
2025
Q1 | $1.28M | Buy |
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|
2024
Q4 | $1.11M | Sell |
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|
2024
Q3 | $1.5M | Buy |
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|
2024
Q2 | $1.16M | Sell |
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|
2024
Q1 | $1.35M | Buy |
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|
2023
Q4 | $948K | Sell |
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|
2023
Q3 | $895K | Sell |
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|
2023
Q2 | $655K | Buy |
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|
2023
Q1 | $383K | Buy |
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|
2022
Q4 | $507K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $409K | Sell |
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|
2022
Q1 | $439K | Sell |
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|
2021
Q4 | $436K | Buy |
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|
2021
Q3 | $375K | Sell |
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|
2021
Q2 | $673K | Buy |
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|
2021
Q1 | $496K | Buy |
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|
2020
Q4 | $290K | Sell |
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|
2020
Q3 | $232K | Buy |
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|
2020
Q2 | $275K | Sell |
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|
2020
Q1 | $252K | Sell |
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|
2019
Q4 | $1.19M | Buy |
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|
2019
Q3 | $1.06M | Buy |
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|
2019
Q2 | $898K | Sell |
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|
2019
Q1 | $954K | Buy |
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|
2018
Q4 | $820K | Buy |
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|
2018
Q3 | $931K | Buy |
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|
2018
Q2 | $410K | Buy |
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|
2018
Q1 | $331K | Hold |
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|
2017
Q4 | $349K | Sell |
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|
2017
Q3 | $332K | Sell |
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|
2017
Q2 | $315K | Buy |
|
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|
2017
Q1 | $296K | Sell |
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|
2016
Q4 | $358K | Sell |
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|
2016
Q3 | $354K | Sell |
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|
2016
Q2 | $390K | Sell |
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|
2016
Q1 | $459K | Buy |
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|
2015
Q4 | $249K | Hold |
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|
2015
Q3 | $234K | Hold |
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|
2015
Q2 | $246K | Sell |
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|
2015
Q1 | $354K | Sell |
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|
2014
Q4 | $337K | Hold |
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|
2014
Q3 | $382K | Buy |
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|
2014
Q2 | $370K | Sell |
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|
2014
Q1 | $392K | Buy |
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|
2013
Q4 | $336K | Sell |
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|
2013
Q3 | $270K | Sell |
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|
2013
Q2 | $324K | Buy |
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