HBK Sorce Advisory’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
Q3 | $2.24M | Sell |
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|
2025
Q2 | $2.07M | Sell |
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|
2025
Q1 | $2.18M | Buy |
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|
2024
Q4 | $2M | Buy |
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|
2024
Q3 | $2.29M | Sell |
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|
2024
Q2 | $2.51M | Sell |
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|
2024
Q1 | $2.98M | Buy |
|
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|
2023
Q4 | $2.41M | Sell |
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|
2023
Q3 | $2.25M | Sell |
|
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|
2023
Q2 | $1.94M | Sell |
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|
2023
Q1 | $2.19M | Sell |
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|
2022
Q4 | $4.73M | Buy |
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|
2022
Q3 | $1.9M | Buy |
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|
2022
Q2 | $1.44M | Sell |
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|
2022
Q1 | $1.87M | Buy |
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|
2021
Q4 | $1.52M | Buy |
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|
2021
Q3 | $1.34M | Buy |
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|
2021
Q2 | $1.62M | Sell |
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|
2021
Q1 | $1.54M | Buy |
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|
2020
Q4 | $1.3M | Buy |
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|
2020
Q3 | $725K | Buy |
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|
2020
Q2 | $866K | Buy |
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|
2020
Q1 | $589K | Buy |
|
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|
2019
Q4 | $1.03M | Buy |
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|
2019
Q3 | $617K | Buy |
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|
2019
Q2 | $561K | Buy |
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|
2019
Q1 | $505K | Buy |
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|
2018
Q4 | $452K | Buy |
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|
2018
Q3 | $560K | Buy |
|
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|
2018
Q2 | $549K | Buy |
|
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|
2018
Q1 | $464K | Sell |
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|
2017
Q4 | $496K | Buy |
|
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|
2017
Q3 | $335K | Sell |
|
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|
2017
Q2 | $303K | Buy |
|
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $339K | Sell |
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|
2016
Q3 | $358K | Buy |
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|
2016
Q2 | $321K | Buy |
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|
2016
Q1 | $314K | Buy |
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|
2015
Q4 | $282K | Buy |
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|
2015
Q3 | $265K | Buy |
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|
2015
Q2 | $271K | Buy |
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|
2015
Q1 | $264K | Buy |
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|
2014
Q4 | $241K | Buy |
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|
2014
Q3 | $261K | Sell |
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|
2014
Q2 | $264K | Buy |
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|
2014
Q1 | $236K | Sell |
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|
2013
Q4 | $260K | Sell |
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|
2013
Q3 | $266K | Sell |
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|
2013
Q2 | $542K | Buy |
|