Good Life Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Buy |
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|
2025
Q1 | $299K | Sell |
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|
2024
Q4 | $378K | Sell |
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|
2024
Q3 | $478K | Buy |
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|
2024
Q2 | $467K | Buy |
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|
2024
Q1 | $518K | Buy |
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|
2023
Q4 | $415K | Sell |
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|
2023
Q3 | $381K | Sell |
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|
2023
Q2 | $305K | Buy |
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|
2023
Q1 | $314K | Buy |
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|
2022
Q4 | $305K | Sell |
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|
2022
Q3 | $237K | Buy |
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|
2022
Q2 | $213K | Sell |
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|
2022
Q1 | $226K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $202K | Sell |
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|
2021
Q1 | $210K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $221K | Sell |
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|
2020
Q1 | $231K | Sell |
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|
2019
Q4 | $537K | Sell |
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|
2019
Q3 | $529K | Buy |
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|
2019
Q2 | $472K | Buy |
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|
2019
Q1 | $473K | Sell |
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|
2018
Q4 | $473K | Sell |
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|
2018
Q3 | $748K | Buy |
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|
2018
Q2 | $738K | Buy |
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|
2018
Q1 | $591K | Buy |
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|
2017
Q4 | $631K | Buy |
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|
2017
Q3 | $575K | Hold |
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|
2017
Q2 | $511K | Buy |
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|
2017
Q1 | $478K | Buy |
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|
2016
Q4 | $341K | Buy |
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