HCA
Heck Capital Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $722K | Buy |
6,049
+28
| +0.5% | +$3.34K | 0.06% | 113 |
|
|
2025
Q1 | $743K | Hold |
6,021
| – | – | 0.08% | 96 |
|
|
2024
Q4 | $686K | Hold |
6,021
| – | – | 0.08% | 98 |
|
|
2024
Q3 | $791K | Hold |
6,021
| – | – | 0.09% | 93 |
|
|
2024
Q2 | $850K | Hold |
6,021
| – | – | 0.11% | 84 |
|
|
2024
Q1 | $983K | Hold |
6,021
| – | – | 0.15% | 73 |
|
|
2023
Q4 | $802K | Hold |
6,021
| – | – | 0.13% | 79 |
|
|
2023
Q3 | $723K | Hold |
6,021
| – | – | 0.13% | 80 |
|
|
2023
Q2 | $574K | Hold |
6,021
| – | – | 0.1% | 84 |
|
|
2023
Q1 | $610K | Hold |
6,021
| – | – | 0.12% | 75 |
|
|
2022
Q4 | $627K | Hold |
6,021
| – | – | 0.12% | 76 |
|
|
2022
Q3 | $486K | Hold |
6,021
| – | – | 0.1% | 85 |
|
|
2022
Q2 | $494K | Hold |
6,021
| – | – | 0.1% | 84 |
|
|
2022
Q1 | $520K | Hold |
6,021
| – | – | 0.09% | 83 |
|
|
2021
Q4 | $436K | Hold |
6,021
| – | – | 0.08% | 91 |
|
|
2021
Q3 | $422K | Hold |
6,021
| – | – | 0.08% | 91 |
|
|
2021
Q2 | $517K | Hold |
6,021
| – | – | 0.1% | 86 |
|
|
2021
Q1 | $491K | Hold |
6,021
| – | – | 0.11% | 85 |
|
|
2020
Q4 | $421K | Hold |
6,021
| – | – | 0.1% | 78 |
|
|
2020
Q3 | $312K | Hold |
6,021
| – | – | 0.09% | 77 |
|
|
2020
Q2 | $433K | Hold |
6,021
| – | – | 0.09% | 58 |
|
|
2020
Q1 | $323K | Hold |
6,021
| – | – | 0.09% | 62 |
|
|
2019
Q4 | $671K | Hold |
6,021
| – | – | 0.16% | 44 |
|
|
2019
Q3 | $617K | Hold |
6,021
| – | – | 0.19% | 42 |
|
|
2019
Q2 | $563K | Hold |
6,021
| – | – | 0.15% | 43 |
|
|
2019
Q1 | $573K | Hold |
6,021
| – | – | 0.17% | 41 |
|
|
2018
Q4 | $519K | Hold |
6,021
| – | – | 0.19% | 41 |
|
|
2018
Q3 | $679K | Hold |
6,021
| – | – | 0.22% | 39 |
|
|
2018
Q2 | $676K | Buy |
+6,021
| New | +$676K | 0.25% | 36 |
|