Glen Eagle Advisors’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 | $84.7K | Hold |
710
| – | – | 0.01% | 334 |
|
|
2025
Q1 | $87.7K | Buy |
710
+18
| +3% | +$2.22K | 0.01% | 324 |
|
|
2024
Q4 | $78.8K | Sell |
692
-65
| -9% | -$7.41K | 0.01% | 341 |
|
|
2024
Q3 | $99.5K | Hold |
757
| – | – | 0.02% | 316 |
|
|
2024
Q2 | $107K | Buy |
757
+497
| +191% | +$70.2K | 0.02% | 297 |
|
|
2024
Q1 | $42.5K | Buy |
260
+100
| +63% | +$16.3K | 0.01% | 434 |
|
|
2023
Q4 | $21.3K | Hold |
160
| – | – | ﹤0.01% | 522 |
|
|
2023
Q3 | $19.2K | Hold |
160
| – | – | ﹤0.01% | 528 |
|
|
2023
Q2 | $15.3K | Buy |
160
+57
| +55% | +$5.44K | ﹤0.01% | 575 |
|
|
2023
Q1 | $10.4K | Buy |
103
+26
| +34% | +$2.62K | ﹤0.01% | 615 |
|
|
2022
Q4 | $8.01K | Hold |
77
| – | – | ﹤0.01% | 649 |
|
|
2022
Q3 | $6.22K | Sell |
77
-68
| -47% | -$5.49K | ﹤0.01% | 669 |
|
|
2022
Q2 | $11.9K | Buy |
145
+68
| +88% | +$5.58K | ﹤0.01% | 587 |
|
|
2022
Q1 | $6.65K | Hold |
77
| – | – | ﹤0.01% | 683 |
|
|
2021
Q4 | $5.58K | Hold |
77
| – | – | ﹤0.01% | 698 |
|
|
2021
Q3 | $5.39K | Hold |
77
| – | – | ﹤0.01% | 808 |
|
|
2021
Q2 | $6.61K | Hold |
77
| – | – | ﹤0.01% | 772 |
|
|
2021
Q1 | $6.28K | Hold |
77
| – | – | ﹤0.01% | 738 |
|
|
2020
Q4 | $5.39K | Hold |
77
| – | – | ﹤0.01% | 729 |
|
|
2020
Q3 | $3.99K | Buy |
+77
| New | +$3.99K | ﹤0.01% | 719 |
|
|
2020
Q1 | – | Sell |
-169
| Closed | -$18.8K | – | 919 |
|
|
2019
Q4 | $18.8K | Buy |
169
+109
| +182% | +$12.1K | 0.01% | 469 |
|
|
2019
Q3 | $6.14K | Sell |
60
-500
| -89% | -$51.2K | ﹤0.01% | 598 |
|
|
2019
Q2 | $52.4K | Sell |
560
-100
| -15% | -$9.35K | 0.04% | 273 |
|
|
2019
Q1 | $62.8K | Hold |
660
| – | – | 0.05% | 244 |
|
|
2018
Q4 | $56.9K | Hold |
660
| – | – | 0.05% | 235 |
|
|
2018
Q3 | $74.4K | Sell |
660
-73
| -10% | -$8.23K | 0.05% | 229 |
|
|
2018
Q2 | $82.3K | Buy |
733
+10
| +1% | +$1.12K | 0.06% | 215 |
|
|
2018
Q1 | $69.4K | Sell |
723
-10
| -1% | -$959 | 0.06% | 221 |
|
|
2017
Q4 | $74.1K | Buy |
733
+8
| +1% | +$809 | 0.06% | 218 |
|
|
2017
Q3 | $66.4K | Buy |
725
+95
| +15% | +$8.7K | 0.06% | 217 |
|
|
2017
Q2 | $52.1K | Hold |
630
| – | – | 0.04% | 214 |
|
|
2017
Q1 | $49.9K | Buy |
630
+449
| +248% | +$35.6K | 0.04% | 206 |
|
|
2016
Q4 | $15.6K | Buy |
+181
| New | +$15.6K | 0.01% | 300 |
|