HCR Wealth 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
Q3 | $469K | Buy |
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|
2025
Q2 | $311K | Sell |
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|
2025
Q1 | $334K | Buy |
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|
2024
Q4 | $297K | Hold |
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|
2024
Q3 | $342K | Sell |
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|
2024
Q2 | $371K | Buy |
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|
2024
Q1 | $425K | Sell |
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|
2023
Q4 | $351K | Buy |
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|
2023
Q3 | $308K | Sell |
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|
2023
Q2 | $252K | Buy |
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|
2023
Q1 | $268K | Hold |
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|
2022
Q4 | $275K | Sell |
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|
2022
Q3 | $248K | Buy |
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|
2022
Q2 | $229K | Buy |
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|
2022
Q1 | $240K | Sell |
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|
2021
Q4 | $202K | Sell |
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|
2021
Q3 | $201K | Sell |
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|
2021
Q2 | $246K | Hold |
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|
2021
Q1 | $234K | Sell |
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|
2020
Q4 | $212K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $215K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $337K | Buy |
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|
2019
Q3 | $320K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $223K | Hold |
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|
2018
Q3 | $284K | Sell |
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|
2018
Q2 | $336K | Hold |
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|
2018
Q1 | $270K | Sell |
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|
2017
Q4 | $286K | Hold |
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|
2017
Q3 | $259K | Hold |
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|
2017
Q2 | $234K | Buy |
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|
2017
Q1 | $223K | Hold |
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|
2016
Q4 | $244K | Buy |
|