Independent Advisor Alliance’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 | $3.65M | Sell |
30,591
-229
| -0.7% | -$27.3K | 0.11% | 172 |
|
|
2025
Q1 | $3.81M | Buy |
30,820
+3,080
| +11% | +$380K | 0.13% | 150 |
|
|
2024
Q4 | $3.16M | Buy |
27,740
+2,755
| +11% | +$314K | 0.04% | 384 |
|
|
2024
Q3 | $3.28M | Sell |
24,985
-8,625
| -26% | -$1.13M | 0.12% | 146 |
|
|
2024
Q2 | $4.74M | Buy |
33,610
+1,530
| +5% | +$216K | 0.16% | 108 |
|
|
2024
Q1 | $5.24M | Buy |
32,080
+516
| +2% | +$84.3K | 0.19% | 102 |
|
|
2023
Q4 | $4.2M | Buy |
31,564
+811
| +3% | +$108K | 0.15% | 117 |
|
|
2023
Q3 | $3.7M | Buy |
30,753
+12,877
| +72% | +$1.55M | 0.17% | 117 |
|
|
2023
Q2 | $1.71M | Buy |
17,876
+1,493
| +9% | +$142K | 0.08% | 221 |
|
|
2023
Q1 | $1.66M | Buy |
+16,383
| New | +$1.66M | 0.08% | 218 |
|
|
2022
Q4 | – | Sell |
-8,023
| Closed | -$648K | – | 580 |
|
|
2022
Q3 | $648K | Buy |
8,023
+192
| +2% | +$15.5K | 0.04% | 317 |
|
|
2022
Q2 | $642K | Sell |
7,831
-428
| -5% | -$35.1K | 0.04% | 327 |
|
|
2022
Q1 | $714K | Buy |
8,259
+493
| +6% | +$42.6K | 0.03% | 326 |
|
|
2021
Q4 | $563K | Buy |
7,766
+578
| +8% | +$41.9K | 0.03% | 368 |
|
|
2021
Q3 | $503K | Sell |
7,188
-460
| -6% | -$32.2K | 0.03% | 380 |
|
|
2021
Q2 | $656K | Buy |
7,648
+1,187
| +18% | +$102K | 0.04% | 331 |
|
|
2021
Q1 | $527K | Sell |
6,461
-637
| -9% | -$52K | 0.03% | 360 |
|
|
2020
Q4 | $496K | Buy |
7,098
+2,020
| +40% | +$141K | 0.03% | 344 |
|
|
2020
Q3 | $263K | Buy |
5,078
+403
| +9% | +$20.9K | 0.02% | 406 |
|
|
2020
Q2 | $336K | Sell |
4,675
-111
| -2% | -$7.98K | 0.04% | 346 |
|
|
2020
Q1 | $257K | Sell |
4,786
-373
| -7% | -$20K | 0.04% | 308 |
|
|
2019
Q4 | $575K | Sell |
5,159
-770
| -13% | -$85.8K | 0.03% | 501 |
|
|
2019
Q3 | $607K | Sell |
5,929
-2,448
| -29% | -$251K | 0.07% | 223 |
|
|
2019
Q2 | $784K | Sell |
8,377
-1,423
| -15% | -$133K | 0.11% | 171 |
|
|
2019
Q1 | $933K | Buy |
9,800
+3,029
| +45% | +$288K | 0.13% | 153 |
|
|
2018
Q4 | $583K | Buy |
6,771
+2,290
| +51% | +$197K | 0.1% | 177 |
|
|
2018
Q3 | $450K | Buy |
4,481
+32
| +0.7% | +$3.21K | 0.08% | 195 |
|
|
2018
Q2 | $441K | Sell |
4,449
-200
| -4% | -$19.8K | 0.09% | 192 |
|
|
2018
Q1 | $442K | Buy |
4,649
+771
| +20% | +$73.3K | 0.1% | 203 |
|
|
2017
Q4 | $396K | Buy |
3,878
+74
| +2% | +$7.56K | 0.09% | 209 |
|
|
2017
Q3 | $355K | Buy |
3,804
+559
| +17% | +$52.2K | 0.1% | 183 |
|
|
2017
Q2 | $268K | Sell |
3,245
-289
| -8% | -$23.9K | 0.09% | 201 |
|
|
2017
Q1 | $274K | Buy |
3,534
+174
| +5% | +$13.5K | 0.04% | 320 |
|
|
2016
Q4 | $279K | Buy |
+3,360
| New | +$279K | 0.12% | 143 |
|