HighMark Wealth Management’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 | $10.4K | Buy |
87
+1
| +1% | +$120 | 0.01% | 305 |
|
|
2025
Q1 | $10.7K | Hold |
86
| – | – | 0.01% | 275 |
|
|
2024
Q4 | $9.77K | Buy |
86
+1
| +1% | +$114 | 0.01% | 290 |
|
|
2024
Q3 | $11.2K | Buy |
85
+1
| +1% | +$132 | 0.01% | 276 |
|
|
2024
Q2 | $11.9K | Buy |
84
+11
| +15% | +$1.56K | 0.01% | 253 |
|
|
2024
Q1 | $11.9K | Buy |
73
+1
| +1% | +$163 | 0.01% | 251 |
|
|
2023
Q4 | $9.63K | Hold |
72
| – | – | 0.01% | 268 |
|
|
2023
Q3 | $8.62K | Buy |
72
+1
| +1% | +$120 | 0.01% | 275 |
|
|
2023
Q2 | $6.78K | Buy |
71
+1
| +1% | +$95 | 0.01% | 315 |
|
|
2023
Q1 | $7.13K | Hold |
70
| – | – | 0.01% | 346 |
|
|
2022
Q4 | $7.24K | Buy |
70
+1
| +1% | +$103 | 0.01% | 299 |
|
|
2022
Q3 | $6K | Buy |
69
+1
| +1% | +$87 | 0.01% | 314 |
|
|
2022
Q2 | $6K | Hold |
68
| – | – | ﹤0.01% | 326 |
|
|
2022
Q1 | $6K | Buy |
68
+1
| +1% | +$88 | ﹤0.01% | 344 |
|
|
2021
Q4 | $5K | Buy |
67
+1
| +2% | +$75 | ﹤0.01% | 366 |
|
|
2021
Q3 | $5K | Sell |
66
-43
| -39% | -$3.26K | ﹤0.01% | 370 |
|
|
2021
Q2 | $9K | Sell |
109
-13
| -11% | -$1.07K | 0.01% | 274 |
|
|
2021
Q1 | $10K | Sell |
122
-31
| -20% | -$2.54K | 0.01% | 237 |
|
|
2020
Q4 | $11K | Buy |
153
+1
| +0.7% | +$72 | 0.01% | 220 |
|
|
2020
Q3 | $8K | Sell |
152
-33
| -18% | -$1.74K | 0.01% | 257 |
|
|
2020
Q2 | $13K | Sell |
185
-11
| -6% | -$773 | 0.01% | 168 |
|
|
2020
Q1 | $10K | Buy |
196
+39
| +25% | +$1.99K | 0.01% | 150 |
|
|
2019
Q4 | $17K | Buy |
+157
| New | +$17K | 0.02% | 148 |
|