IAS
IMA Advisory Services’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $597 | Buy |
+5
| New | +$597 | ﹤0.01% | 383 |
|
|
2023
Q2 | – | Sell |
-33
| Closed | -$3.35K | – | 318 |
|
|
2023
Q1 | $3.35K | Hold |
33
| – | – | ﹤0.01% | 273 |
|
|
2022
Q4 | $3.44K | Hold |
33
| – | – | ﹤0.01% | 297 |
|
|
2022
Q3 | $3K | Hold |
33
| – | – | ﹤0.01% | 293 |
|
|
2022
Q2 | $3K | Hold |
33
| – | – | ﹤0.01% | 299 |
|
|
2022
Q1 | $3K | Sell |
33
-67
| -67% | -$6.09K | ﹤0.01% | 281 |
|
|
2021
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 271 |
|
|
2021
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 244 |
|
|
2021
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 236 |
|
|
2021
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 246 |
|
|
2020
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 238 |
|
|
2020
Q3 | $5K | Sell |
100
-616
| -86% | -$30.8K | ﹤0.01% | 233 |
|
|
2020
Q2 | $51K | Hold |
716
| – | – | 0.02% | 153 |
|
|
2020
Q1 | $38K | Hold |
716
| – | – | 0.02% | 158 |
|
|
2019
Q4 | $80K | Hold |
716
| – | – | 0.03% | 135 |
|
|
2019
Q3 | $73K | Hold |
716
| – | – | 0.03% | 138 |
|
|
2019
Q2 | $67K | Hold |
716
| – | – | 0.03% | 143 |
|
|
2019
Q1 | $68K | Hold |
716
| – | – | 0.03% | 145 |
|
|
2018
Q4 | $62K | Hold |
716
| – | – | 0.03% | 149 |
|
|
2018
Q3 | $81K | Sell |
716
-10
| -1% | -$1.13K | 0.03% | 139 |
|
|
2018
Q2 | $82K | Buy |
+726
| New | +$82K | 0.03% | 143 |
|
|
2013
Q3 | – | Sell |
-19,852
| Closed | -$1.17M | – | 172 |
|
|
2013
Q2 | $1.17M | Buy |
+19,852
| New | +$1.17M | 0.63% | 50 |
|