IFP Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $987K | Sell |
7,749
-11,379
| -59% | -$1.45M | 0.03% | 586 |
|
|
2025
Q1 | $2.36M | Buy |
19,128
+11,910
| +165% | +$1.47M | 0.07% | 320 |
|
|
2024
Q4 | $823K | Buy |
7,218
+38
| +0.5% | +$4.33K | 0.03% | 574 |
|
|
2024
Q3 | $944K | Buy |
7,180
+966
| +16% | +$127K | 0.03% | 494 |
|
|
2024
Q2 | $877K | Sell |
6,214
-542
| -8% | -$76.5K | 0.03% | 479 |
|
|
2024
Q1 | $1.1M | Buy |
6,756
+233
| +4% | +$38.1K | 0.05% | 390 |
|
|
2023
Q4 | $868K | Sell |
6,523
-10
| -0.2% | -$1.33K | 0.04% | 418 |
|
|
2023
Q3 | $785K | Sell |
6,533
-605
| -8% | -$72.7K | 0.04% | 461 |
|
|
2023
Q2 | $681K | Buy |
7,138
+10
| +0.1% | +$954 | 0.03% | 546 |
|
|
2023
Q1 | $848K | Sell |
7,128
-7,418
| -51% | -$883K | 0.04% | 437 |
|
|
2022
Q4 | $1.74M | Sell |
14,546
-17,500
| -55% | -$2.1M | 0.05% | 420 |
|
|
2022
Q3 | $3.85M | Buy |
32,046
+2,261
| +8% | +$272K | 0.1% | 212 |
|
|
2022
Q2 | $3.58M | Hold |
29,785
| – | – | 0.11% | 200 |
|
|
2022
Q1 | $3.58M | Buy |
29,785
+19,309
| +184% | +$2.32M | 0.11% | 200 |
|
|
2021
Q4 | $758K | Sell |
10,476
-536
| -5% | -$38.8K | 0.01% | 461 |
|
|
2021
Q3 | $775K | Sell |
11,012
-1,003
| -8% | -$70.6K | 0.02% | 446 |
|
|
2021
Q2 | $1.03M | Sell |
12,015
-286
| -2% | -$24.6K | 0.02% | 369 |
|
|
2021
Q1 | $1M | Buy |
12,301
+576
| +5% | +$47K | 0.02% | 361 |
|
|
2020
Q4 | $820K | Buy |
11,725
+863
| +8% | +$60.4K | 0.03% | 386 |
|
|
2020
Q3 | $569K | Buy |
10,862
+817
| +8% | +$42.8K | 0.03% | 404 |
|
|
2020
Q2 | $691K | Buy |
10,045
+1,745
| +21% | +$120K | 0.05% | 347 |
|
|
2020
Q1 | $454K | Sell |
8,300
-1,060
| -11% | -$58K | 0.05% | 373 |
|
|
2019
Q4 | $1.04M | Sell |
9,360
-1,425
| -13% | -$158K | 0.08% | 273 |
|
|
2019
Q3 | $1.12M | Buy |
+10,785
| New | +$1.12M | 0.08% | 277 |
|
|
2019
Q1 | $530K | Sell |
5,529
-6,311
| -53% | -$605K | 0.07% | 278 |
|
|
2018
Q4 | $1.01M | Sell |
11,840
-2,673
| -18% | -$227K | 0.06% | 350 |
|
|
2018
Q3 | $1.64M | Buy |
14,513
+1,914
| +15% | +$216K | 0.07% | 303 |
|
|
2018
Q2 | $1.42M | Sell |
12,599
-1,048
| -8% | -$118K | 0.06% | 319 |
|
|
2018
Q1 | $1.38M | Hold |
13,647
| – | – | 0.06% | 309 |
|
|
2017
Q4 | $1.38M | Sell |
13,647
-18,369
| -57% | -$1.86M | 0.06% | 309 |
|
|
2017
Q3 | $2.93M | Sell |
32,016
-2,228
| -7% | -$204K | 0.12% | 192 |
|
|
2017
Q2 | $2.83M | Sell |
34,244
-1,404
| -4% | -$116K | 0.12% | 192 |
|
|
2017
Q1 | $2.82M | Buy |
35,648
+201
| +0.6% | +$15.9K | 0.12% | 184 |
|
|
2016
Q4 | $3.06M | Buy |
35,447
+2,298
| +7% | +$199K | 0.15% | 156 |
|
|
2016
Q3 | $2.67M | Buy |
33,149
+3,406
| +11% | +$274K | 0.14% | 160 |
|
|
2016
Q2 | $2.36M | Buy |
29,743
+24,214
| +438% | +$1.92M | 0.13% | 167 |
|
|
2016
Q1 | $530K | Sell |
5,529
-18,754
| -77% | -$1.8M | 0.07% | 278 |
|
|
2015
Q4 | $1.99M | Buy |
+24,283
| New | +$1.99M | 0.13% | 165 |
|