Heck Capital 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 | $722K | Buy |
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|
2025
Q1 | $743K | Hold |
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|
2024
Q4 | $686K | Hold |
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|
2024
Q3 | $791K | Hold |
|
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|
2024
Q2 | $850K | Hold |
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|
2024
Q1 | $983K | Hold |
|
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|
2023
Q4 | $802K | Hold |
|
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|
2023
Q3 | $723K | Hold |
|
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|
2023
Q2 | $574K | Hold |
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|
2023
Q1 | $610K | Hold |
|
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|
2022
Q4 | $627K | Hold |
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|
2022
Q3 | $486K | Hold |
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|
2022
Q2 | $494K | Hold |
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|
2022
Q1 | $520K | Hold |
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|
2021
Q4 | $436K | Hold |
|
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|
2021
Q3 | $422K | Hold |
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|
2021
Q2 | $517K | Hold |
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|
2021
Q1 | $491K | Hold |
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|
2020
Q4 | $421K | Hold |
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|
2020
Q3 | $312K | Hold |
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|
2020
Q2 | $433K | Hold |
|
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|
2020
Q1 | $323K | Hold |
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|
2019
Q4 | $671K | Hold |
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|
2019
Q3 | $617K | Hold |
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|
2019
Q2 | $563K | Hold |
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|
2019
Q1 | $573K | Hold |
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|
2018
Q4 | $519K | Hold |
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|
2018
Q3 | $679K | Hold |
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|
2018
Q2 | $676K | Buy |
|