HCR Wealth 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 | $311K | Sell |
2,608
-100
| -4% | -$11.9K | 0.04% | 183 |
|
|
2025
Q1 | $334K | Buy |
2,708
+104
| +4% | +$12.8K | 0.04% | 169 |
|
|
2024
Q4 | $297K | Hold |
2,604
| – | – | 0.04% | 181 |
|
|
2024
Q3 | $342K | Sell |
2,604
-27
| -1% | -$3.55K | 0.04% | 171 |
|
|
2024
Q2 | $371K | Buy |
2,631
+27
| +1% | +$3.81K | 0.05% | 157 |
|
|
2024
Q1 | $425K | Sell |
2,604
-36
| -1% | -$5.88K | 0.06% | 139 |
|
|
2023
Q4 | $351K | Buy |
2,640
+74
| +3% | +$9.85K | 0.06% | 146 |
|
|
2023
Q3 | $308K | Sell |
2,566
-80
| -3% | -$9.61K | 0.07% | 127 |
|
|
2023
Q2 | $252K | Buy |
2,646
+2
| +0.1% | +$191 | 0.05% | 151 |
|
|
2023
Q1 | $268K | Hold |
2,644
| – | – | 0.05% | 146 |
|
|
2022
Q4 | $275K | Sell |
2,644
-427
| -14% | -$44.4K | 0.06% | 140 |
|
|
2022
Q3 | $248K | Buy |
3,071
+280
| +10% | +$22.6K | 0.05% | 147 |
|
|
2022
Q2 | $229K | Buy |
2,791
+12
| +0.4% | +$985 | 0.05% | 154 |
|
|
2022
Q1 | $240K | Sell |
2,779
-13
| -0.5% | -$1.12K | 0.04% | 166 |
|
|
2021
Q4 | $202K | Sell |
2,792
-78
| -3% | -$5.64K | 0.03% | 194 |
|
|
2021
Q3 | $201K | Sell |
2,870
-2
| -0.1% | -$140 | 0.03% | 190 |
|
|
2021
Q2 | $246K | Hold |
2,872
| – | – | 0.04% | 170 |
|
|
2021
Q1 | $234K | Sell |
2,872
-153
| -5% | -$12.5K | 0.05% | 169 |
|
|
2020
Q4 | $212K | Buy |
+3,025
| New | +$212K | 0.04% | 170 |
|
|
2020
Q3 | – | Sell |
-3,033
| Closed | -$215K | – | 257 |
|
|
2020
Q2 | $215K | Buy |
+3,033
| New | +$215K | 0.05% | 144 |
|
|
2020
Q1 | – | Sell |
-3,025
| Closed | -$337K | – | 252 |
|
|
2019
Q4 | $337K | Buy |
3,025
+125
| +4% | +$13.9K | 0.08% | 121 |
|
|
2019
Q3 | $320K | Buy |
+2,900
| New | +$320K | 0.11% | 118 |
|
|
2019
Q1 | – | Sell |
-2,590
| Closed | -$223K | – | 195 |
|
|
2018
Q4 | $223K | Hold |
2,590
| – | – | 0.07% | 140 |
|
|
2018
Q3 | $284K | Sell |
2,590
-229
| -8% | -$25.1K | 0.09% | 128 |
|
|
2018
Q2 | $336K | Hold |
2,819
| – | – | 0.11% | 128 |
|
|
2018
Q1 | $270K | Sell |
2,819
-11
| -0.4% | -$1.05K | 0.09% | 139 |
|
|
2017
Q4 | $286K | Hold |
2,830
| – | – | 0.1% | 138 |
|
|
2017
Q3 | $259K | Hold |
2,830
| – | – | 0.11% | 136 |
|
|
2017
Q2 | $234K | Buy |
2,830
+11
| +0.4% | +$910 | 0.12% | 121 |
|
|
2017
Q1 | $223K | Hold |
2,819
| – | – | 0.11% | 136 |
|
|
2016
Q4 | $244K | Buy |
+2,819
| New | +$244K | 0.13% | 121 |
|