Integrated Advisors Network’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 | $714K | Buy |
5,982
+440
| +8% | +$52.5K | 0.03% | 424 |
|
|
2025
Q1 | $684K | Sell |
5,542
-141
| -2% | -$17.4K | 0.03% | 386 |
|
|
2024
Q4 | $647K | Buy |
5,683
+32
| +0.6% | +$3.65K | 0.03% | 392 |
|
|
2024
Q3 | $743K | Sell |
5,651
-116
| -2% | -$15.2K | 0.04% | 371 |
|
|
2024
Q2 | $814K | Sell |
5,767
-74
| -1% | -$10.4K | 0.04% | 329 |
|
|
2024
Q1 | $954K | Sell |
5,841
-42
| -0.7% | -$6.86K | 0.05% | 315 |
|
|
2023
Q4 | $783K | Sell |
5,883
-47
| -0.8% | -$6.26K | 0.04% | 329 |
|
|
2023
Q3 | $712K | Sell |
5,930
-35
| -0.6% | -$4.21K | 0.04% | 334 |
|
|
2023
Q2 | $569K | Buy |
5,965
+63
| +1% | +$6.01K | 0.03% | 401 |
|
|
2023
Q1 | $598K | Sell |
5,902
-71
| -1% | -$7.2K | 0.04% | 384 |
|
|
2022
Q4 | $622K | Buy |
5,973
+84
| +1% | +$8.74K | 0.04% | 369 |
|
|
2022
Q3 | $475K | Buy |
5,889
+507
| +9% | +$40.9K | 0.03% | 406 |
|
|
2022
Q2 | $441K | Buy |
5,382
+174
| +3% | +$14.3K | 0.03% | 450 |
|
|
2022
Q1 | $450K | Buy |
5,208
+551
| +12% | +$47.6K | 0.03% | 464 |
|
|
2021
Q4 | $337K | Buy |
4,657
+917
| +25% | +$66.4K | 0.02% | 505 |
|
|
2021
Q3 | $262K | Buy |
3,740
+1,363
| +57% | +$95.5K | 0.02% | 539 |
|
|
2021
Q2 | $204K | Buy |
+2,377
| New | +$204K | 0.02% | 555 |
|