FPAS
Focus Partners Advisor Solutions’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Sell |
11,721
-430
| -4% | -$51.3K | 0.02% | 360 |
|
|
2025
Q1 | $1.5M | Buy |
12,151
+2,710
| +29% | +$335K | 0.02% | 302 |
|
|
2024
Q4 | $1.08M | Buy |
9,441
+467
| +5% | +$53.2K | 0.02% | 325 |
|
|
2024
Q3 | $1.18M | Buy |
8,974
+834
| +10% | +$110K | 0.02% | 267 |
|
|
2024
Q2 | $1.15M | Sell |
8,140
-1,416
| -15% | -$200K | 0.03% | 229 |
|
|
2024
Q1 | $1.56M | Buy |
9,556
+7,900
| +477% | +$1.29M | 0.05% | 185 |
|
|
2023
Q4 | $221K | Sell |
1,656
-873
| -35% | -$116K | 0.01% | 382 |
|
|
2023
Q3 | $304K | Buy |
+2,529
| New | +$304K | 0.01% | 348 |
|
|
2023
Q2 | – | Sell |
-1,972
| Closed | -$200K | – | 400 |
|
|
2023
Q1 | $200K | Sell |
1,972
-1,126
| -36% | -$114K | 0.01% | 340 |
|
|
2022
Q4 | $322K | Sell |
3,098
-2,016
| -39% | -$210K | 0.03% | 250 |
|
|
2022
Q3 | $413K | Buy |
5,114
+1,698
| +50% | +$137K | 0.02% | 246 |
|
|
2022
Q2 | $280K | Buy |
3,416
+85
| +3% | +$6.97K | 0.02% | 269 |
|
|
2022
Q1 | $288K | Buy |
+3,331
| New | +$288K | 0.03% | 249 |
|