First Horizon 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 | $127K | Sell |
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|
2025
Q1 | $437K | Buy |
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|
2024
Q4 | $339K | Buy |
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|
2024
Q3 | $372K | Sell |
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|
2024
Q2 | $400K | Buy |
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|
2024
Q1 | $140K | Sell |
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|
2023
Q4 | $127K | Buy |
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|
2023
Q3 | $94.7K | Sell |
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|
2023
Q2 | $96.9K | Hold |
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|
2023
Q1 | $103K | Sell |
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|
2022
Q4 | $143K | Buy |
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|
2022
Q3 | $85K | Sell |
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|
2022
Q2 | $98K | Buy |
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|
2022
Q1 | $90K | Sell |
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|
2021
Q4 | $89K | Sell |
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|
2021
Q3 | $179K | Sell |
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|
2021
Q2 | $256K | Sell |
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|
2021
Q1 | $257K | Buy |
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|
2020
Q4 | $61K | Sell |
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|
2020
Q3 | $51K | Sell |
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|
2020
Q2 | $138K | Sell |
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|
2020
Q1 | $104K | Sell |
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|
2019
Q4 | $265K | Hold |
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|
2019
Q3 | $244K | Sell |
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|
2019
Q2 | $330K | Buy |
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|
2019
Q1 | $318K | Buy |
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|
2018
Q4 | $287K | Sell |
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|
2018
Q3 | $378K | Buy |
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|
2018
Q2 | $367K | Buy |
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|
2018
Q1 | $106K | Sell |
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|
2017
Q4 | $130K | Sell |
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|
2017
Q3 | $134K | Buy |
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|
2017
Q2 | $56K | Sell |
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|
2017
Q1 | $113K | Buy |
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|
2016
Q4 | $98K | Hold |
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|
2016
Q3 | $98K | Sell |
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|
2016
Q2 | $129K | Sell |
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|
2016
Q1 | $159K | Sell |
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|
2015
Q4 | $205K | Buy |
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|
2015
Q3 | $148K | Buy |
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|
2015
Q2 | $149K | Sell |
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|
2015
Q1 | $158K | Sell |
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|
2014
Q4 | $153K | Sell |
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|
2014
Q3 | $184K | Buy |
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|
2014
Q2 | $168K | Buy |
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|
2014
Q1 | $146K | Buy |
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|
2013
Q4 | $99K | Buy |
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|
2013
Q3 | $61K | Buy |
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|
2013
Q2 | $4K | Buy |
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