Evoke Wealth’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Buy |
3,659
+1,804
| +97% | +$215K | 0.01% | 360 |
|
|
2025
Q1 | $229K | Buy |
1,855
+38
| +2% | +$4.69K | 0.01% | 393 |
|
|
2024
Q4 | $207K | Buy |
1,817
+212
| +13% | +$24.2K | 0.01% | 406 |
|
|
2024
Q3 | $211K | Buy |
+1,605
| New | +$211K | 0.01% | 386 |
|
|
2024
Q2 | – | Sell |
-1,653
| Closed | -$270K | – | 319 |
|
|
2024
Q1 | $270K | Buy |
+1,653
| New | +$270K | 0.01% | 339 |
|
|
2023
Q4 | – | Sell |
-2,242
| Closed | -$269K | – | 289 |
|
|
2023
Q3 | $269K | Buy |
2,242
+48
| +2% | +$5.77K | 0.01% | 314 |
|
|
2023
Q2 | $209K | Buy |
+2,194
| New | +$209K | 0.01% | 333 |
|
|
2023
Q1 | – | Sell |
-2,542
| Closed | -$265K | – | 371 |
|
|
2022
Q4 | $265K | Buy |
2,542
+26
| +1% | +$2.71K | 0.01% | 299 |
|
|
2022
Q3 | $203K | Buy |
2,516
+906
| +56% | +$73.1K | 0.01% | 322 |
|
|
2022
Q2 | $132K | Buy |
1,610
+713
| +79% | +$58.5K | ﹤0.01% | 379 |
|
|
2022
Q1 | $77K | Buy |
897
+188
| +27% | +$16.1K | ﹤0.01% | 466 |
|
|
2021
Q4 | $51K | Buy |
709
+1
| +0.1% | +$72 | ﹤0.01% | 529 |
|
|
2021
Q3 | $49K | Sell |
708
-1
| -0.1% | -$69 | ﹤0.01% | 506 |
|
|
2021
Q2 | $61K | Sell |
709
-39
| -5% | -$3.36K | ﹤0.01% | 503 |
|
|
2021
Q1 | $61K | Buy |
748
+40
| +6% | +$3.26K | ﹤0.01% | 429 |
|
|
2020
Q4 | $50K | Hold |
708
| – | – | ﹤0.01% | 378 |
|
|
2020
Q3 | $37K | Buy |
708
+57
| +9% | +$2.98K | ﹤0.01% | 394 |
|
|
2020
Q2 | $47K | Sell |
651
-211
| -24% | -$15.2K | ﹤0.01% | 357 |
|
|
2020
Q1 | $46.2K | Sell |
862
-327
| -28% | -$17.5K | 0.01% | 349 |
|
|
2019
Q4 | $133K | Buy |
1,189
+293
| +33% | +$32.7K | 0.02% | 284 |
|
|
2019
Q3 | $91.8K | Buy |
+896
| New | +$91.8K | 0.01% | 385 |
|