Geneos Wealth Management’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 | $2.63M | Buy |
22,054
+10,104
| +85% | +$1.21M | 0.06% | 321 |
|
|
2025
Q1 | $1.48M | Buy |
11,950
+7,575
| +173% | +$935K | 0.02% | 563 |
|
|
2024
Q4 | $499K | Buy |
4,375
+9
| +0.2% | +$1.03K | 0.02% | 591 |
|
|
2024
Q3 | $574K | Buy |
4,366
+538
| +14% | +$70.7K | 0.02% | 526 |
|
|
2024
Q2 | $540K | Sell |
3,828
-552
| -13% | -$77.9K | 0.02% | 475 |
|
|
2024
Q1 | $715K | Sell |
4,380
-39,594
| -90% | -$6.47M | 0.03% | 416 |
|
|
2023
Q4 | $5.85M | Sell |
43,974
-14,858
| -25% | -$1.98M | 0.29% | 79 |
|
|
2023
Q3 | $7.07M | Buy |
58,832
+835
| +1% | +$100K | 0.36% | 57 |
|
|
2023
Q2 | $5.53M | Buy |
57,997
+9,174
| +19% | +$875K | 0.29% | 83 |
|
|
2023
Q1 | $4.95M | Sell |
48,823
-8,931
| -15% | -$905K | 0.3% | 82 |
|
|
2022
Q4 | $6.01M | Buy |
57,754
+12,788
| +28% | +$1.33M | 0.36% | 67 |
|
|
2022
Q3 | $3.63M | Sell |
44,966
-20,412
| -31% | -$1.65M | 0.25% | 100 |
|
|
2022
Q2 | $5.52M | Buy |
65,378
+4,122
| +7% | +$348K | 0.27% | 84 |
|
|
2022
Q1 | $5.29M | Sell |
61,256
-17,657
| -22% | -$1.53M | 0.23% | 104 |
|
|
2021
Q4 | $5.72M | Sell |
78,913
-12,101
| -13% | -$877K | 0.22% | 105 |
|
|
2021
Q3 | $6.61M | Buy |
91,014
+3,023
| +3% | +$220K | 0.25% | 82 |
|
|
2021
Q2 | $7.73M | Sell |
87,991
-1,375
| -2% | -$121K | 0.3% | 68 |
|
|
2021
Q1 | $7.23M | Sell |
89,366
-198
| -0.2% | -$16K | 0.2% | 114 |
|
|
2020
Q4 | $7.31M | Buy |
89,564
+1,332
| +2% | +$109K | 0.29% | 72 |
|
|
2020
Q3 | $4.67M | Sell |
88,232
-11,328
| -11% | -$599K | 0.24% | 95 |
|
|
2020
Q2 | $6.78M | Buy |
99,560
+3,966
| +4% | +$270K | 0.38% | 64 |
|
|
2020
Q1 | $5M | Buy |
95,594
+4,919
| +5% | +$257K | 0.34% | 67 |
|
|
2019
Q4 | $10M | Buy |
90,675
+2,093
| +2% | +$231K | 0.54% | 34 |
|
|
2019
Q3 | $9.18M | Sell |
88,582
-1,735
| -2% | -$180K | 0.55% | 36 |
|
|
2019
Q2 | $8.45M | Buy |
90,317
+56,219
| +165% | +$5.26M | 0.52% | 39 |
|
|
2019
Q1 | $3.25M | Sell |
34,098
-491
| -1% | -$46.7K | 0.21% | 126 |
|
|
2018
Q4 | $2.94M | Buy |
34,589
+61
| +0.2% | +$5.18K | 0.22% | 126 |
|
|
2018
Q3 | $3.89M | Buy |
34,528
+779
| +2% | +$87.8K | 0.26% | 111 |
|
|
2018
Q2 | $3.79M | Sell |
33,749
-3,031
| -8% | -$340K | 0.3% | 93 |
|
|
2018
Q1 | $3.53M | Buy |
36,780
+51
| +0.1% | +$4.89K | 0.31% | 89 |
|
|
2017
Q4 | $3.72M | Buy |
36,729
+467
| +1% | +$47.2K | 0.33% | 86 |
|
|
2017
Q3 | $3.32M | Sell |
36,262
-530
| -1% | -$48.5K | 0.33% | 85 |
|
|
2017
Q2 | $3.04M | Buy |
36,792
+175
| +0.5% | +$14.5K | 0.31% | 88 |
|
|
2017
Q1 | $2.9M | Sell |
36,617
-489
| -1% | -$38.7K | 0.3% | 90 |
|
|
2016
Q4 | $3.21M | Buy |
37,106
+72
| +0.2% | +$6.22K | 0.42% | 62 |
|
|
2016
Q3 | $2.98M | Sell |
37,034
-1,250
| -3% | -$101K | 0.4% | 60 |
|
|
2016
Q2 | $3.05M | Sell |
38,284
-1,602
| -4% | -$128K | 0.44% | 51 |
|
|
2016
Q1 | $3.42M | Buy |
+39,886
| New | +$3.42M | 0.52% | 40 |
|