HighPoint Advisor Group’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 | $908K | Buy |
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|
2025
Q1 | $781K | Sell |
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|
2024
Q4 | $977K | Buy |
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|
2024
Q3 | $995K | Buy |
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|
2024
Q2 | $1M | Buy |
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|
2024
Q1 | $864K | Buy |
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|
2023
Q4 | $828K | Buy |
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|
2022
Q2 | $391K | Buy |
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|
2021
Q3 | $390K | Sell |
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|
2021
Q2 | $606K | Buy |
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|
2021
Q1 | $443K | Sell |
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|
2020
Q4 | $428K | Buy |
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|
2020
Q3 | $231K | Sell |
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|
2020
Q2 | $332K | Sell |
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|
2020
Q1 | $292K | Sell |
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|
2019
Q4 | $610K | Buy |
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|
2019
Q3 | $599K | Buy |
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|
2019
Q2 | $411K | Sell |
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|
2019
Q1 | $428K | Buy |
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|
2018
Q4 | $469K | Sell |
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|
2018
Q3 | $601K | Sell |
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|
2018
Q2 | $685K | Sell |
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|
2018
Q1 | $699K | Sell |
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|
2017
Q4 | $602K | Sell |
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|
2017
Q3 | $660K | Sell |
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|
2017
Q2 | $4.57M | Hold |
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|
2017
Q1 | $4.57M | Buy |
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|
2016
Q4 | $247K | Sell |
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|
2016
Q3 | $655K | Buy |
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|
2016
Q2 | $584K | Buy |
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|
2016
Q1 | $517K | Buy |
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|
2015
Q4 | $313K | Buy |
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