Integrated Wealth Concepts’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 | $1.41M | Buy |
11,854
+1,891
| +19% | +$226K | 0.01% | 755 |
|
|
2025
Q1 | $1.23M | Buy |
9,963
+266
| +3% | +$32.8K | 0.01% | 740 |
|
|
2024
Q4 | $1.1M | Sell |
9,697
-72
| -0.7% | -$8.2K | 0.01% | 770 |
|
|
2024
Q3 | $1.28M | Sell |
9,769
-97
| -1% | -$12.8K | 0.02% | 705 |
|
|
2024
Q2 | $1.39M | Buy |
9,866
+194
| +2% | +$27.4K | 0.02% | 622 |
|
|
2024
Q1 | $1.58M | Buy |
9,672
+410
| +4% | +$67K | 0.02% | 588 |
|
|
2023
Q4 | $1.23M | Sell |
9,262
-743
| -7% | -$98.9K | 0.02% | 644 |
|
|
2023
Q3 | $1.2M | Sell |
10,005
-3,497
| -26% | -$420K | 0.02% | 619 |
|
|
2023
Q2 | $1.29M | Buy |
13,502
+956
| +8% | +$91.2K | 0.02% | 594 |
|
|
2023
Q1 | $1.27M | Buy |
12,546
+7,858
| +168% | +$797K | 0.03% | 536 |
|
|
2022
Q4 | $488K | Buy |
4,688
+1,453
| +45% | +$151K | 0.01% | 667 |
|
|
2022
Q3 | $261K | Sell |
3,235
-1,437
| -31% | -$116K | 0.01% | 777 |
|
|
2022
Q2 | $383K | Buy |
4,672
+462
| +11% | +$37.9K | 0.01% | 675 |
|
|
2022
Q1 | $364K | Buy |
+4,210
| New | +$364K | 0.01% | 673 |
|
|
2021
Q4 | – | Sell |
-2,981
| Closed | -$209K | – | 1014 |
|
|
2021
Q3 | $209K | Buy |
+2,981
| New | +$209K | 0.01% | 884 |
|
|
2021
Q2 | – | Sell |
-3,215
| Closed | -$262K | – | 829 |
|
|
2021
Q1 | $262K | Buy |
+3,215
| New | +$262K | 0.01% | 619 |
|