FMWA
Forvis Mazars Wealth Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407K | Sell |
3,410
-199
| -6% | -$23.7K | 0.01% | 320 |
|
|
2025
Q1 | $446K | Buy |
3,609
+37
| +1% | +$4.57K | 0.01% | 298 |
|
|
2024
Q4 | $407K | Sell |
3,572
-11
| -0.3% | -$1.25K | 0.01% | 341 |
|
|
2024
Q3 | $471K | Buy |
3,583
+89
| +3% | +$11.7K | 0.01% | 321 |
|
|
2024
Q2 | $493K | Sell |
3,494
-40
| -1% | -$5.65K | 0.01% | 294 |
|
|
2024
Q1 | $577K | Buy |
3,534
+83
| +2% | +$13.6K | 0.01% | 268 |
|
|
2023
Q4 | $459K | Sell |
3,451
-155
| -4% | -$20.6K | 0.01% | 290 |
|
|
2023
Q3 | $433K | Sell |
3,606
-306
| -8% | -$36.8K | 0.01% | 296 |
|
|
2023
Q2 | $373K | Buy |
3,912
+120
| +3% | +$11.4K | 0.01% | 325 |
|
|
2023
Q1 | $384K | Sell |
3,792
-98
| -3% | -$9.94K | 0.01% | 301 |
|
|
2022
Q4 | $405K | Buy |
3,890
+128
| +3% | +$13.3K | 0.01% | 286 |
|
|
2022
Q3 | $304K | Sell |
3,762
-150
| -4% | -$12.1K | 0.01% | 319 |
|
|
2022
Q2 | $321K | Buy |
3,912
+488
| +14% | +$40K | 0.01% | 315 |
|
|
2022
Q1 | $296K | Buy |
3,424
+513
| +18% | +$44.3K | 0.01% | 245 |
|
|
2021
Q4 | $211K | Buy |
+2,911
| New | +$211K | 0.01% | 278 |
|
|
2021
Q3 | – | Sell |
-2,548
| Closed | -$219K | – | 275 |
|
|
2021
Q2 | $219K | Sell |
2,548
-1,136
| -31% | -$97.6K | 0.01% | 247 |
|
|
2021
Q1 | $300K | Sell |
3,684
-676
| -16% | -$55K | 0.01% | 224 |
|
|
2020
Q4 | $305K | Buy |
+4,360
| New | +$305K | 0.02% | 287 |
|
|
2020
Q3 | – | Sell |
-4,228
| Closed | -$304K | – | 329 |
|
|
2020
Q2 | $304K | Buy |
4,228
+54
| +1% | +$3.88K | 0.02% | 251 |
|
|
2020
Q1 | $224K | Sell |
4,174
-403
| -9% | -$21.6K | 0.02% | 262 |
|
|
2019
Q4 | $510K | Buy |
4,577
+115
| +3% | +$12.8K | 0.04% | 190 |
|
|
2019
Q3 | $457K | Buy |
4,462
+1
| +0% | +$102 | 0.04% | 181 |
|
|
2019
Q2 | $417K | Buy |
4,461
+138
| +3% | +$12.9K | 0.03% | 180 |
|
|
2019
Q1 | $411K | Buy |
4,323
+10
| +0.2% | +$951 | 0.03% | 181 |
|
|
2018
Q4 | $372K | Sell |
4,313
-2,340
| -35% | -$202K | 0.04% | 162 |
|
|
2018
Q3 | $750K | Buy |
6,653
+1,065
| +19% | +$120K | 0.07% | 119 |
|
|
2018
Q2 | $628K | Buy |
5,588
+171
| +3% | +$19.2K | 0.06% | 125 |
|
|
2018
Q1 | $520K | Sell |
5,417
-709
| -12% | -$68.1K | 0.05% | 137 |
|
|
2017
Q4 | $620K | Sell |
6,126
-462
| -7% | -$46.8K | 0.06% | 126 |
|
|
2017
Q3 | $604K | Buy |
6,588
+317
| +5% | +$29.1K | 0.07% | 120 |
|
|
2017
Q2 | $519K | Buy |
6,271
+581
| +10% | +$48.1K | 0.06% | 135 |
|
|
2017
Q1 | $451K | Sell |
5,690
-534
| -9% | -$42.3K | 0.06% | 133 |
|
|
2016
Q4 | $538K | Buy |
6,224
+973
| +19% | +$84.1K | 0.07% | 114 |
|
|
2016
Q3 | $423K | Buy |
5,251
+273
| +5% | +$22K | 0.06% | 125 |
|
|
2016
Q2 | $395K | Sell |
4,978
-457
| -8% | -$36.3K | 0.06% | 122 |
|
|
2016
Q1 | $471K | Sell |
5,435
-297
| -5% | -$25.7K | 0.08% | 113 |
|
|
2015
Q4 | $469K | Buy |
5,732
+1,310
| +30% | +$107K | 0.07% | 114 |
|
|
2015
Q3 | $340K | Buy |
4,422
+481
| +12% | +$37K | 0.06% | 126 |
|
|
2015
Q2 | $317K | Sell |
3,941
-393
| -9% | -$31.6K | 0.05% | 139 |
|
|
2015
Q1 | $341K | Buy |
+4,334
| New | +$341K | 0.05% | 136 |
|
|
2014
Q4 | – | Sell |
-2,557
| Closed | -$208K | – | 154 |
|
|
2014
Q3 | $208K | Hold |
2,557
| – | – | 0.04% | 135 |
|
|
2014
Q2 | $206K | Sell |
2,557
-220
| -8% | -$17.7K | 0.04% | 139 |
|
|
2014
Q1 | $214K | Sell |
2,777
-539
| -16% | -$41.5K | 0.04% | 150 |
|
|
2013
Q4 | $256K | Buy |
+3,316
| New | +$256K | 0.05% | 135 |
|