IFG Advisory’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 | $329K | Sell |
2,754
-46
| -2% | -$5.49K | 0.02% | 581 |
|
|
2025
Q1 | $346K | Sell |
2,800
-42
| -1% | -$5.19K | 0.02% | 523 |
|
|
2024
Q4 | $324K | Buy |
+2,842
| New | +$324K | 0.02% | 522 |
|
|
2024
Q3 | – | Sell |
-2,756
| Closed | -$389K | – | 557 |
|
|
2024
Q2 | $389K | Buy |
+2,756
| New | +$389K | 0.03% | 447 |
|
|
2024
Q1 | – | Sell |
-3,238
| Closed | -$431K | – | 523 |
|
|
2023
Q4 | $431K | Sell |
3,238
-549
| -14% | -$73.1K | 0.03% | 389 |
|
|
2023
Q3 | $455K | Buy |
+3,787
| New | +$455K | 0.04% | 359 |
|
|
2023
Q2 | – | Sell |
-2,511
| Closed | -$255K | – | 450 |
|
|
2023
Q1 | $255K | Sell |
2,511
-152
| -6% | -$15.4K | 0.02% | 440 |
|
|
2022
Q4 | $277K | Sell |
2,663
-82
| -3% | -$8.53K | 0.03% | 410 |
|
|
2022
Q3 | $221K | Sell |
2,745
-188
| -6% | -$15.1K | 0.02% | 474 |
|
|
2022
Q2 | $239K | Sell |
2,933
-528
| -15% | -$43K | 0.03% | 417 |
|
|
2022
Q1 | $299K | Sell |
3,461
-243
| -7% | -$21K | 0.03% | 405 |
|
|
2021
Q4 | $268K | Buy |
3,704
+82
| +2% | +$5.93K | 0.03% | 418 |
|
|
2021
Q3 | $253K | Buy |
3,622
+294
| +9% | +$20.5K | 0.03% | 421 |
|
|
2021
Q2 | $285K | Sell |
3,328
-857
| -20% | -$73.4K | 0.03% | 401 |
|
|
2021
Q1 | $341K | Buy |
4,185
+693
| +20% | +$56.5K | 0.04% | 374 |
|
|
2020
Q4 | $244K | Sell |
3,492
-1,944
| -36% | -$136K | 0.03% | 393 |
|
|
2020
Q3 | $281K | Buy |
5,436
+1,639
| +43% | +$84.7K | 0.05% | 332 |
|
|
2020
Q2 | $273K | Buy |
+3,797
| New | +$273K | 0.05% | 321 |
|
|
2020
Q1 | – | Sell |
-2,797
| Closed | -$311K | – | 406 |
|
|
2019
Q4 | $311K | Sell |
2,797
-210
| -7% | -$23.4K | 0.06% | 306 |
|
|
2019
Q3 | $307K | Sell |
3,007
-477
| -14% | -$48.7K | 0.06% | 300 |
|
|
2019
Q2 | $303K | Sell |
3,484
-140
| -4% | -$12.2K | 0.05% | 270 |
|
|
2019
Q1 | $323K | Buy |
3,624
+159
| +5% | +$14.2K | 0.06% | 256 |
|
|
2018
Q4 | $276K | Sell |
3,465
-167
| -5% | -$13.3K | 0.07% | 255 |
|
|
2018
Q3 | $378K | Sell |
3,632
-156
| -4% | -$16.2K | 0.07% | 257 |
|
|
2018
Q2 | $394K | Sell |
3,788
-191
| -5% | -$19.9K | 0.08% | 229 |
|
|
2018
Q1 | $357K | Sell |
3,979
-254
| -6% | -$22.8K | 0.08% | 239 |
|
|
2017
Q4 | $403K | Buy |
+4,233
| New | +$403K | 0.09% | 207 |
|