Exencial 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 | $2.58M | Sell |
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|
2025
Q1 | $2.73M | Sell |
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|
2024
Q4 | $2.81M | Sell |
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|
2024
Q3 | $3.25M | Sell |
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|
2024
Q2 | $3.55M | Buy |
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|
2024
Q1 | $3.99M | Sell |
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|
2023
Q4 | $3.29M | Sell |
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|
2023
Q3 | $3.83M | Sell |
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|
2023
Q2 | $3.06M | Buy |
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|
2023
Q1 | $3.24M | Sell |
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|
2022
Q4 | $3.39M | Sell |
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|
2022
Q3 | $2.85M | Buy |
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|
2022
Q2 | $2.04M | Sell |
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|
2022
Q1 | $2.2M | Sell |
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|
2021
Q4 | $1.93M | Buy |
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|
2021
Q3 | $1.55M | Buy |
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|
2021
Q2 | $1.86M | Sell |
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|
2021
Q1 | $1.89M | Sell |
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|
2020
Q4 | $1.67M | Buy |
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|
2020
Q3 | $873K | Sell |
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|
2020
Q2 | $1.22M | Sell |
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|
2020
Q1 | $959K | Sell |
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|
2019
Q4 | $2.14M | Sell |
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|
2019
Q3 | $2.16M | Buy |
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|
2019
Q2 | $1.97M | Hold |
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|
2019
Q1 | $2M | Sell |
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|
2018
Q4 | $1.84M | Sell |
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|
2018
Q3 | $2.41M | Sell |
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|
2018
Q2 | $2.44M | Sell |
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|
2018
Q1 | $2.12M | Sell |
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|
2017
Q4 | $2.27M | Sell |
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|
2017
Q3 | $2.06M | Sell |
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|
2017
Q2 | $1.87M | Buy |
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|
2017
Q1 | $1.63M | Sell |
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|
2016
Q4 | $1.9M | Buy |
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|
2016
Q3 | $1.77M | Buy |
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|
2016
Q2 | $1.73M | Sell |
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|
2016
Q1 | $2.03M | Buy |
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|
2015
Q4 | $1.32M | Hold |
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|
2015
Q3 | $1.34M | Sell |
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|
2015
Q2 | $1.43M | Hold |
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|
2015
Q1 | $1.39M | Sell |
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|
2014
Q4 | $1.18M | Sell |
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|
2014
Q3 | $1.43M | Buy |
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|
2014
Q2 | $1.39M | Buy |
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|
2014
Q1 | $1.3M | Sell |
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|
2013
Q4 | $1.27M | Hold |
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|
2013
Q3 | $1.06M | Hold |
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|
2013
Q2 | $977K | Buy |
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