EH
Equitable Holdings’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Buy |
13,428
+1,378
| +11% | +$164K | 0.01% | 646 |
|
|
2025
Q1 | $1.49M | Buy |
12,050
+1,033
| +9% | +$128K | 0.01% | 596 |
|
|
2024
Q4 | $1.26M | Buy |
11,017
+1,386
| +14% | +$158K | 0.01% | 610 |
|
|
2024
Q3 | $1.27M | Buy |
9,631
+24
| +0.2% | +$3.16K | 0.01% | 610 |
|
|
2024
Q2 | $1.36M | Buy |
9,607
+251
| +3% | +$35.4K | 0.01% | 574 |
|
|
2024
Q1 | $1.53M | Buy |
9,356
+625
| +7% | +$102K | 0.02% | 518 |
|
|
2023
Q4 | $1.16M | Buy |
8,731
+758
| +10% | +$101K | 0.01% | 545 |
|
|
2023
Q3 | $958K | Buy |
7,973
+1,012
| +15% | +$122K | 0.01% | 548 |
|
|
2023
Q2 | $664K | Buy |
6,961
+1,336
| +24% | +$127K | 0.01% | 620 |
|
|
2023
Q1 | $570K | Sell |
5,625
-141
| -2% | -$14.3K | 0.01% | 619 |
|
|
2022
Q4 | $600K | Sell |
5,766
-207
| -3% | -$21.5K | 0.01% | 569 |
|
|
2022
Q3 | $482K | Buy |
5,973
+1,138
| +24% | +$91.8K | 0.01% | 563 |
|
|
2022
Q2 | $396K | Buy |
4,835
+40
| +0.8% | +$3.28K | 0.01% | 616 |
|
|
2022
Q1 | $414K | Buy |
4,795
+700
| +17% | +$60.4K | 0.01% | 623 |
|
|
2021
Q4 | $297K | Buy |
4,095
+59
| +1% | +$4.28K | ﹤0.01% | 703 |
|
|
2021
Q3 | $283K | Buy |
4,036
+887
| +28% | +$62.2K | ﹤0.01% | 692 |
|
|
2021
Q2 | $270K | Sell |
3,149
-37
| -1% | -$3.17K | ﹤0.01% | 696 |
|
|
2021
Q1 | $260K | Sell |
3,186
-845
| -21% | -$69K | 0.01% | 651 |
|
|
2020
Q4 | $282K | Buy |
+4,031
| New | +$282K | 0.01% | 578 |
|
|
2020
Q3 | – | Sell |
-3,540
| Closed | -$255K | – | 648 |
|
|
2020
Q2 | $255K | Buy |
+3,540
| New | +$255K | 0.01% | 541 |
|
|
2020
Q1 | – | Sell |
-2,754
| Closed | -$307K | – | 621 |
|
|
2019
Q4 | $307K | Buy |
+2,754
| New | +$307K | 0.01% | 492 |
|