IFP Advisors’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 | $987K | Sell |
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|
2025
Q1 | $2.36M | Buy |
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|
2024
Q4 | $823K | Buy |
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|
2024
Q3 | $944K | Buy |
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|
2024
Q2 | $877K | Sell |
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|
2024
Q1 | $1.1M | Buy |
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|
2023
Q4 | $868K | Sell |
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|
2023
Q3 | $785K | Sell |
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|
2023
Q2 | $681K | Buy |
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|
2023
Q1 | $848K | Sell |
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|
2022
Q4 | $1.74M | Sell |
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|
2022
Q3 | $3.85M | Buy |
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|
2022
Q2 | $3.58M | Hold |
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|
2022
Q1 | $3.58M | Buy |
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|
2021
Q4 | $758K | Sell |
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|
2021
Q3 | $775K | Sell |
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|
2021
Q2 | $1.03M | Sell |
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|
2021
Q1 | $1M | Buy |
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|
2020
Q4 | $820K | Buy |
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|
2020
Q3 | $569K | Buy |
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|
2020
Q2 | $691K | Buy |
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|
2020
Q1 | $454K | Sell |
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|
2019
Q4 | $1.04M | Sell |
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|
2019
Q3 | $1.12M | Buy |
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|
2019
Q1 | $530K | Sell |
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|
2018
Q4 | $1.01M | Sell |
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|
2018
Q3 | $1.64M | Buy |
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|
2018
Q2 | $1.42M | Sell |
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|
2018
Q1 | $1.38M | Hold |
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|
2017
Q4 | $1.38M | Sell |
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|
2017
Q3 | $2.93M | Sell |
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|
2017
Q2 | $2.83M | Sell |
|
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|
2017
Q1 | $2.82M | Buy |
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|
2016
Q4 | $3.06M | Buy |
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|
2016
Q3 | $2.67M | Buy |
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|
2016
Q2 | $2.36M | Buy |
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|
2016
Q1 | $530K | Sell |
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|
2015
Q4 | $1.99M | Buy |
|