Financial Advocates Investment Management’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
Q3 | – | Sell |
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|
2025
Q2 | $613K | Sell |
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|
2025
Q1 | $1.26M | Buy |
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|
2024
Q4 | $1.16M | Sell |
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|
2024
Q3 | $1.42M | Buy |
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|
2024
Q2 | $1.49M | Sell |
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|
2024
Q1 | $1.87M | Buy |
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|
2023
Q4 | $1.47M | Buy |
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|
2023
Q3 | $1.25M | Buy |
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|
2023
Q2 | $984K | Sell |
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|
2023
Q1 | $1.16M | Buy |
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|
2022
Q4 | $1.04M | Buy |
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|
2022
Q3 | $713K | Buy |
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|
2022
Q2 | $642K | Buy |
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|
2022
Q1 | $330K | Buy |
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|
2021
Q4 | $204K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $247K | Sell |
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|
2021
Q1 | $258K | Sell |
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|
2020
Q4 | $308K | Sell |
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|
2020
Q3 | $279K | Sell |
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|
2020
Q2 | $472K | Buy |
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|
2020
Q1 | $328K | Sell |
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|
2019
Q4 | $780K | Buy |
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|
2019
Q3 | $716K | Buy |
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|
2019
Q2 | $639K | Sell |
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|
2019
Q1 | $657K | Sell |
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|
2018
Q4 | $609K | Sell |
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|
2018
Q3 | $1.02M | Buy |
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|
2018
Q2 | $980K | Sell |
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|
2018
Q1 | $955K | Buy |
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|
2017
Q4 | $1M | Buy |
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