J.W. Cole Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.34M | Buy |
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|
2025
Q1 | $6.52M | Buy |
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|
2024
Q4 | $825K | Sell |
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|
2024
Q3 | $970K | Sell |
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|
2024
Q2 | $1.41M | Sell |
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|
2024
Q1 | $1.64M | Sell |
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|
2023
Q4 | $1.41M | Buy |
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|
2023
Q3 | $679K | Sell |
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|
2023
Q2 | $672K | Buy |
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|
2023
Q1 | $703K | Sell |
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|
2022
Q4 | $739K | Sell |
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|
2022
Q3 | $674K | Sell |
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|
2022
Q2 | $716K | Buy |
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|
2022
Q1 | $721K | Buy |
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|
2021
Q4 | $427K | Buy |
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|
2021
Q3 | $240K | Sell |
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|
2021
Q2 | $392K | Buy |
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|
2021
Q1 | $229K | Sell |
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|
2020
Q4 | $216K | Sell |
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|
2020
Q3 | $2.44M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $345K | Buy |
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