FPTW
Franklin, Parlapiano, Turner & Welch’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.88M | Hold |
32,517
| – | – | 1.01% | 26 |
|
|
2025
Q1 | $4.02M | Buy |
32,517
+1,209
| +4% | +$149K | 1.08% | 26 |
|
|
2024
Q4 | $3.57M | Sell |
31,308
-349
| -1% | -$39.8K | 0.97% | 26 |
|
|
2024
Q3 | $4.16M | Hold |
31,657
| – | – | 1.08% | 26 |
|
|
2024
Q2 | $4.47M | Hold |
31,657
| – | – | 1.24% | 25 |
|
|
2024
Q1 | $5.17M | Buy |
31,657
+1,174
| +4% | +$192K | 1.42% | 25 |
|
|
2023
Q4 | $4.06M | Sell |
30,483
-170
| -0.6% | -$22.6K | 1.16% | 25 |
|
|
2023
Q3 | $3.68M | Sell |
30,653
-1,500
| -5% | -$180K | 1.14% | 25 |
|
|
2023
Q2 | $3.07M | Hold |
32,153
| – | – | 0.91% | 26 |
|
|
2023
Q1 | $3.26M | Buy |
32,153
+1,929
| +6% | +$196K | 1.04% | 26 |
|
|
2022
Q4 | $3.15M | Hold |
30,224
| – | – | 1.03% | 26 |
|
|
2022
Q3 | $2.44M | Sell |
30,224
-88
| -0.3% | -$7.1K | 0.87% | 28 |
|
|
2022
Q2 | $2.49M | Sell |
30,312
-40
| -0.1% | -$3.28K | 0.84% | 28 |
|
|
2022
Q1 | $2.62M | Buy |
30,352
+2,670
| +10% | +$231K | 0.78% | 28 |
|
|
2021
Q4 | $2.01M | Buy |
27,682
+381
| +1% | +$27.6K | 0.58% | 31 |
|
|
2021
Q3 | $1.91M | Hold |
27,301
| – | – | 0.6% | 30 |
|
|
2021
Q2 | $2.34M | Buy |
27,301
+2,529
| +10% | +$217K | 0.72% | 29 |
|
|
2021
Q1 | $2.02M | Buy |
24,772
+2,411
| +11% | +$197K | 0.68% | 30 |
|
|
2020
Q4 | $1.56M | Buy |
22,361
+3,221
| +17% | +$225K | 0.57% | 31 |
|
|
2020
Q3 | $992K | Hold |
19,140
| – | – | 0.4% | 32 |
|
|
2020
Q2 | $1.38M | Buy |
19,140
+650
| +4% | +$46.7K | 0.57% | 30 |
|
|
2020
Q1 | $992K | Buy |
18,490
+1,907
| +11% | +$102K | 0.46% | 32 |
|
|
2019
Q4 | $1.85M | Sell |
16,583
-798
| -5% | -$88.9K | 0.7% | 28 |
|
|
2019
Q3 | $1.78M | Sell |
17,381
-51
| -0.3% | -$5.22K | 0.69% | 29 |
|
|
2019
Q2 | $1.63M | Sell |
17,432
-78
| -0.4% | -$7.3K | 0.64% | 29 |
|
|
2019
Q1 | $1.67M | Buy |
17,510
+2,005
| +13% | +$191K | 0.66% | 29 |
|
|
2018
Q4 | $1.34M | Sell |
15,505
-1,595
| -9% | -$137K | 0.59% | 30 |
|
|
2018
Q3 | $1.93M | Sell |
17,100
-6,847
| -29% | -$772K | 0.77% | 28 |
|
|
2018
Q2 | $2.69M | Sell |
23,947
-5,067
| -17% | -$569K | 1.11% | 27 |
|
|
2018
Q1 | $2.78M | Sell |
29,014
-1,493
| -5% | -$143K | 1.19% | 27 |
|
|
2017
Q4 | $3.09M | Sell |
30,507
-5,733
| -16% | -$580K | 1.26% | 27 |
|
|
2017
Q3 | $3.32M | Buy |
36,240
+1,016
| +3% | +$93.1K | 1.43% | 26 |
|
|
2017
Q2 | $2.91M | Hold |
35,224
| – | – | 1.33% | 27 |
|
|
2017
Q1 | $2.79M | Buy |
35,224
+9,201
| +35% | +$729K | 1.3% | 27 |
|
|
2016
Q4 | $2.25M | Sell |
26,023
-5,061
| -16% | -$437K | 1.12% | 28 |
|
|
2016
Q3 | $2.5M | Buy |
31,084
+351
| +1% | +$28.3K | 1.27% | 28 |
|
|
2016
Q2 | $2.44M | Buy |
30,733
+1,242
| +4% | +$98.5K | 1.3% | 28 |
|
|
2016
Q1 | $2.55M | Buy |
29,491
+13,453
| +84% | +$1.17M | 1.41% | 28 |
|
|
2015
Q4 | $1.31M | Sell |
16,038
-4,500
| -22% | -$368K | 0.78% | 31 |
|
|
2015
Q3 | $1.58M | Sell |
20,538
-573
| -3% | -$44K | 1.04% | 31 |
|
|
2015
Q2 | $1.7M | Buy |
21,111
+206
| +1% | +$16.6K | 1.13% | 30 |
|
|
2015
Q1 | $1.64M | Sell |
20,905
-3,957
| -16% | -$311K | 1.1% | 30 |
|
|
2014
Q4 | $1.78M | Buy |
24,862
+885
| +4% | +$63.5K | 1.19% | 30 |
|
|
2014
Q3 | $1.95M | Sell |
23,977
-8,307
| -26% | -$676K | 1.4% | 29 |
|
|
2014
Q2 | $2.6M | Buy |
32,284
+15,251
| +90% | +$1.23M | 1.86% | 19 |
|
|
2014
Q1 | $1.31M | Sell |
17,033
-1,639
| -9% | -$126K | 0.95% | 32 |
|
|
2013
Q4 | $1.44M | Sell |
18,672
-94
| -0.5% | -$7.25K | 0.99% | 31 |
|
|
2013
Q3 | $1.09M | Sell |
18,766
-105
| -0.6% | -$6.07K | 0.8% | 34 |
|
|
2013
Q2 | $1.11M | Buy |
+18,871
| New | +$1.11M | 0.95% | 32 |
|