Financial Counselors Inc’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 | – | Sell |
-20,919
| Closed | -$2.58M | – | 411 |
|
|
2025
Q1 | $2.58M | Sell |
20,919
-1,110
| -5% | -$137K | 0.04% | 249 |
|
|
2024
Q4 | $2.51M | Sell |
22,029
-51
| -0.2% | -$5.81K | 0.04% | 253 |
|
|
2024
Q3 | $2.9M | Sell |
22,080
-259
| -1% | -$34K | 0.04% | 248 |
|
|
2024
Q2 | $3.15M | Buy |
22,339
+3,242
| +17% | +$458K | 0.05% | 225 |
|
|
2024
Q1 | $3.12M | Sell |
19,097
-687
| -3% | -$112K | 0.05% | 223 |
|
|
2023
Q4 | $2.63M | Sell |
19,784
-530
| -3% | -$70.6K | 0.05% | 244 |
|
|
2023
Q3 | $2.44M | Buy |
20,314
+3,214
| +19% | +$386K | 0.05% | 240 |
|
|
2023
Q2 | $1.63M | Buy |
17,100
+158
| +0.9% | +$15.1K | 0.03% | 268 |
|
|
2023
Q1 | $1.72M | Sell |
16,942
-959
| -5% | -$97.2K | 0.04% | 264 |
|
|
2022
Q4 | $1.86M | Buy |
17,901
+233
| +1% | +$24.2K | 0.04% | 255 |
|
|
2022
Q3 | $1.43M | Sell |
17,668
-317
| -2% | -$25.6K | 0.04% | 266 |
|
|
2022
Q2 | $1.48M | Buy |
17,985
+277
| +2% | +$22.7K | 0.03% | 265 |
|
|
2022
Q1 | $1.53M | Sell |
17,708
-189
| -1% | -$16.3K | 0.03% | 272 |
|
|
2021
Q4 | $1.3M | Sell |
17,897
-990
| -5% | -$71.7K | 0.03% | 284 |
|
|
2021
Q3 | $1.32M | Buy |
18,887
+133
| +0.7% | +$9.32K | 0.03% | 292 |
|
|
2021
Q2 | $1.61M | Sell |
18,754
-450
| -2% | -$38.6K | 0.04% | 276 |
|
|
2021
Q1 | $1.57M | Sell |
19,204
-473
| -2% | -$38.6K | 0.04% | 276 |
|
|
2020
Q4 | $1.38M | Sell |
19,677
-329
| -2% | -$23K | 0.03% | 276 |
|
|
2020
Q3 | $1.04M | Sell |
20,006
-1,728
| -8% | -$89.6K | 0.03% | 281 |
|
|
2020
Q2 | $1.56M | Sell |
21,734
-183
| -0.8% | -$13.2K | 0.05% | 260 |
|
|
2020
Q1 | $1.18M | Sell |
21,917
-442
| -2% | -$23.7K | 0.05% | 240 |
|
|
2019
Q4 | $2.49M | Buy |
22,359
+739
| +3% | +$82.3K | 0.09% | 200 |
|
|
2019
Q3 | $2.21M | Buy |
21,620
+2,902
| +16% | +$297K | 0.09% | 208 |
|
|
2019
Q2 | $1.75M | Sell |
18,718
-239
| -1% | -$22.4K | 0.07% | 225 |
|
|
2019
Q1 | $1.8M | Sell |
18,957
-1,240
| -6% | -$118K | 0.08% | 217 |
|
|
2018
Q4 | $1.74M | Buy |
20,197
+120
| +0.6% | +$10.3K | 0.09% | 211 |
|
|
2018
Q3 | $2.26M | Sell |
20,077
-31
| -0.2% | -$3.49K | 0.1% | 203 |
|
|
2018
Q2 | $2.26M | Sell |
20,108
-7,340
| -27% | -$824K | 0.1% | 195 |
|
|
2018
Q1 | $2.63M | Buy |
27,448
+300
| +1% | +$28.8K | 0.13% | 177 |
|
|
2017
Q4 | $2.75M | Sell |
27,148
-408
| -1% | -$41.3K | 0.13% | 181 |
|
|
2017
Q3 | $2.52M | Sell |
27,556
-25
| -0.1% | -$2.29K | 0.12% | 184 |
|
|
2017
Q2 | $2.28M | Sell |
27,581
-828
| -3% | -$68.5K | 0.11% | 199 |
|
|
2017
Q1 | $2.25M | Buy |
28,409
+500
| +2% | +$39.6K | 0.12% | 194 |
|
|
2016
Q4 | $2.41M | Buy |
+27,909
| New | +$2.41M | 0.13% | 187 |
|
|
2016
Q2 | $2.17M | Buy |
27,387
+208
| +0.8% | +$16.5K | 0.13% | 187 |
|
|
2016
Q1 | $2.35M | Buy |
27,179
+423
| +2% | +$36.6K | 0.15% | 180 |
|
|
2015
Q4 | $2.19M | Buy |
26,756
+447
| +2% | +$36.6K | 0.14% | 178 |
|
|
2015
Q3 | $2.02M | Sell |
26,309
-2,384
| -8% | -$183K | 0.14% | 179 |
|
|
2015
Q2 | $2.31M | Buy |
28,693
+2,522
| +10% | +$203K | 0.15% | 180 |
|
|
2015
Q1 | $2.06M | Sell |
26,171
-2,253
| -8% | -$177K | 0.13% | 198 |
|
|
2014
Q4 | $2.04M | Buy |
28,424
+10
| +0% | +$717 | 0.13% | 194 |
|
|
2014
Q3 | $2.31M | Buy |
28,414
+171
| +0.6% | +$13.9K | 0.16% | 178 |
|
|
2014
Q2 | $2.27M | Sell |
28,243
-179
| -0.6% | -$14.4K | 0.16% | 178 |
|
|
2014
Q1 | $2.19M | Sell |
28,422
-512
| -2% | -$39.5K | 0.16% | 174 |
|
|
2013
Q4 | $2.23M | Buy |
28,934
+154
| +0.5% | +$11.9K | 0.17% | 166 |
|
|
2013
Q3 | $1.66M | Sell |
28,780
-947
| -3% | -$54.8K | 0.14% | 177 |
|
|
2013
Q2 | $1.75M | Buy |
+29,727
| New | +$1.75M | 0.15% | 167 |
|