EverSource Wealth Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $818K | Buy |
6,858
+1,398
| +26% | +$167K | 0.04% | 324 |
|
|
2025
Q1 | $674K | Buy |
5,460
+526
| +11% | +$65K | 0.04% | 323 |
|
|
2024
Q4 | $562K | Buy |
4,934
+239
| +5% | +$27.2K | 0.03% | 347 |
|
|
2024
Q3 | $617K | Sell |
4,695
-470
| -9% | -$61.8K | 0.04% | 294 |
|
|
2024
Q2 | $751K | Buy |
5,165
+354
| +7% | +$51.5K | 0.05% | 252 |
|
|
2024
Q1 | $689K | Buy |
4,811
+104
| +2% | +$14.9K | 0.05% | 230 |
|
|
2023
Q4 | $627K | Buy |
4,707
+57
| +1% | +$7.59K | 0.06% | 220 |
|
|
2023
Q3 | $559K | Sell |
4,650
-183
| -4% | -$22K | 0.06% | 216 |
|
|
2023
Q2 | $461K | Sell |
4,833
-59
| -1% | -$5.63K | 0.05% | 237 |
|
|
2023
Q1 | $496K | Sell |
4,892
-297
| -6% | -$30.1K | 0.06% | 218 |
|
|
2022
Q4 | $540K | Sell |
5,189
-2,258
| -30% | -$235K | 0.08% | 185 |
|
|
2022
Q3 | $601K | Buy |
7,447
+3,714
| +99% | +$300K | 0.14% | 147 |
|
|
2022
Q2 | $306K | Sell |
3,733
-38
| -1% | -$3.12K | 0.08% | 208 |
|
|
2022
Q1 | $326K | Buy |
3,771
+738
| +24% | +$63.8K | 0.08% | 201 |
|
|
2021
Q4 | $220K | Buy |
+3,033
| New | +$220K | 0.06% | 215 |
|