Institute for Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $879K | Sell |
7,369
-75
| -1% | -$8.95K | 0.1% | 216 |
|
|
2025
Q1 | $919K | Sell |
7,444
-539
| -7% | -$66.6K | 0.12% | 196 |
|
|
2024
Q4 | $910K | Hold |
7,983
| – | – | 0.11% | 191 |
|
|
2024
Q3 | $1.05M | Buy |
7,983
+35
| +0.4% | +$4.6K | 0.13% | 167 |
|
|
2024
Q2 | $1.12M | Sell |
7,948
-93
| -1% | -$13.1K | 0.15% | 152 |
|
|
2024
Q1 | $1.31M | Buy |
8,041
+774
| +11% | +$126K | 0.17% | 127 |
|
|
2023
Q4 | $967K | Sell |
7,267
-54
| -0.7% | -$7.19K | 0.16% | 154 |
|
|
2023
Q3 | $880K | Sell |
7,321
-37
| -0.5% | -$4.45K | 0.16% | 157 |
|
|
2023
Q2 | $702K | Sell |
7,358
-71
| -1% | -$6.77K | 0.12% | 197 |
|
|
2023
Q1 | $753K | Sell |
7,429
-38
| -0.5% | -$3.85K | 0.14% | 178 |
|
|
2022
Q4 | $777K | Sell |
7,467
-128
| -2% | -$13.3K | 0.16% | 167 |
|
|
2022
Q3 | $613K | Hold |
7,595
| – | – | 0.14% | 196 |
|
|
2022
Q2 | $623K | Hold |
7,595
| – | – | 0.12% | 212 |
|
|
2022
Q1 | $656K | Hold |
7,595
| – | – | 0.11% | 233 |
|
|
2021
Q4 | $550K | Sell |
7,595
-149
| -2% | -$10.8K | 0.09% | 270 |
|
|
2021
Q3 | $542K | Buy |
7,744
+7
| +0.1% | +$490 | 0.1% | 255 |
|
|
2021
Q2 | $664K | Buy |
7,737
+277
| +4% | +$23.8K | 0.12% | 211 |
|
|
2021
Q1 | $608K | Buy |
7,460
+326
| +5% | +$26.6K | 0.12% | 218 |
|
|
2020
Q4 | $499K | Buy |
7,134
+222
| +3% | +$15.5K | 0.1% | 253 |
|
|
2020
Q3 | $358K | Sell |
6,912
-183
| -3% | -$9.48K | 0.08% | 282 |
|
|
2020
Q2 | $510K | Sell |
7,095
-436
| -6% | -$31.3K | 0.12% | 227 |
|
|
2020
Q1 | $404K | Sell |
7,531
-753
| -9% | -$40.4K | 0.12% | 222 |
|
|
2019
Q4 | $923K | Sell |
8,284
-27
| -0.3% | -$3.01K | 0.21% | 135 |
|
|
2019
Q3 | $851K | Sell |
8,311
-271
| -3% | -$27.7K | 0.21% | 138 |
|
|
2019
Q2 | $803K | Buy |
8,582
+254
| +3% | +$23.8K | 0.18% | 172 |
|
|
2019
Q1 | $793K | Buy |
+8,328
| New | +$793K | 0.17% | 161 |
|
|
2017
Q3 | – | Sell |
-11,800
| Closed | -$979K | – | 359 |
|
|
2017
Q2 | $979K | Buy |
+11,800
| New | +$979K | 0.27% | 119 |
|
|
2013
Q3 | – | Sell |
-780
| Closed | -$46K | – | 105 |
|
|
2013
Q2 | $46K | Buy |
+780
| New | +$46K | 0.04% | 54 |
|