Heritage 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 | – | Sell |
-182
| Closed | -$22.5K | – | 585 |
|
|
2025
Q1 | $22.5K | Sell |
182
-74
| -29% | -$9.14K | ﹤0.01% | 356 |
|
|
2024
Q4 | $29.2K | Sell |
256
-168
| -40% | -$19.1K | ﹤0.01% | 359 |
|
|
2024
Q3 | $55.7K | Buy |
424
+408
| +2,550% | +$53.6K | ﹤0.01% | 318 |
|
|
2024
Q2 | $2.26K | Hold |
16
| – | – | ﹤0.01% | 474 |
|
|
2024
Q1 | $2.61K | Hold |
16
| – | – | ﹤0.01% | 493 |
|
|
2023
Q4 | $2.13K | Sell |
16
-163
| -91% | -$21.7K | ﹤0.01% | 502 |
|
|
2023
Q3 | $21.5K | Hold |
179
| – | – | ﹤0.01% | 372 |
|
|
2023
Q2 | $17.1K | Hold |
179
| – | – | ﹤0.01% | 407 |
|
|
2023
Q1 | $18.2K | Sell |
179
-465
| -72% | -$47.2K | ﹤0.01% | 408 |
|
|
2022
Q4 | $67.1K | Hold |
644
| – | – | ﹤0.01% | 288 |
|
|
2022
Q3 | $52K | Sell |
644
-34
| -5% | -$2.75K | ﹤0.01% | 294 |
|
|
2022
Q2 | $56K | Hold |
678
| – | – | ﹤0.01% | 317 |
|
|
2022
Q1 | $59K | Buy |
678
+50
| +8% | +$4.35K | ﹤0.01% | 300 |
|
|
2021
Q4 | $46K | Sell |
628
-189
| -23% | -$13.8K | ﹤0.01% | 336 |
|
|
2021
Q3 | $57.2K | Hold |
817
| – | – | ﹤0.01% | 309 |
|
|
2021
Q2 | $70.2K | Sell |
817
-250
| -23% | -$21.5K | ﹤0.01% | 292 |
|
|
2021
Q1 | $87K | Hold |
1,067
| – | – | 0.01% | 275 |
|
|
2020
Q4 | $75K | Buy |
1,067
+705
| +195% | +$49.6K | ﹤0.01% | 287 |
|
|
2020
Q3 | $18.7K | Buy |
362
+199
| +122% | +$10.3K | ﹤0.01% | 356 |
|
|
2020
Q2 | $11.7K | Sell |
163
-101
| -38% | -$7.27K | ﹤0.01% | 371 |
|
|
2020
Q1 | $14.2K | Sell |
264
-274
| -51% | -$14.7K | ﹤0.01% | 351 |
|
|
2019
Q4 | $60K | Buy |
538
+36
| +7% | +$4.01K | 0.01% | 286 |
|
|
2019
Q3 | $51K | Buy |
502
+101
| +25% | +$10.3K | 0.01% | 274 |
|
|
2019
Q2 | $37.5K | Buy |
401
+163
| +68% | +$15.3K | 0.01% | 288 |
|
|
2019
Q1 | $22.7K | Buy |
238
+107
| +82% | +$10.2K | ﹤0.01% | 297 |
|
|
2018
Q4 | $11K | Hold |
131
| – | – | ﹤0.01% | 307 |
|
|
2018
Q3 | $14K | Buy |
+131
| New | +$14K | ﹤0.01% | 284 |
|