Janney Montgomery Scott’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26M | Buy |
218,081
+3,897
| +2% | +$465K | 0.07% | 281 |
|
|
2025
Q1 | $26.4M | Sell |
214,184
-2,441
| -1% | -$301K | 0.08% | 262 |
|
|
2024
Q4 | $24.7M | Buy |
216,625
+772
| +0.4% | +$88K | 0.07% | 281 |
|
|
2024
Q3 | $28.4M | Sell |
215,853
-1,357
| -0.6% | -$178K | 0.08% | 260 |
|
|
2024
Q2 | $30.7M | Sell |
217,210
-19,157
| -8% | -$2.7M | 0.09% | 212 |
|
|
2024
Q1 | $38.6M | Sell |
236,367
-1,055
| -0.4% | -$172K | 0.11% | 181 |
|
|
2023
Q4 | $31.6M | Buy |
237,422
+9,941
| +4% | +$1.32M | 0.1% | 196 |
|
|
2023
Q3 | $27.3M | Buy |
227,481
+5,165
| +2% | +$621K | 0.1% | 190 |
|
|
2023
Q2 | $21.2M | Sell |
222,316
-2,476
| -1% | -$236K | 0.07% | 248 |
|
|
2023
Q1 | $22.8M | Buy |
224,792
+8,994
| +4% | +$912K | 0.09% | 204 |
|
|
2022
Q4 | $22.5M | Sell |
215,798
-2,458
| -1% | -$256K | 0.09% | 225 |
|
|
2022
Q3 | $17.6M | Buy |
218,256
+28,534
| +15% | +$2.3M | 0.08% | 245 |
|
|
2022
Q2 | $16.7M | Sell |
189,722
-9,441
| -5% | -$832K | 0.08% | 244 |
|
|
2022
Q1 | $17.2M | Sell |
199,163
-1,564
| -0.8% | -$135K | 0.07% | 244 |
|
|
2021
Q4 | $14.5M | Buy |
200,727
+13,332
| +7% | +$966K | 0.06% | 303 |
|
|
2021
Q3 | $13.1M | Buy |
187,395
+14,680
| +8% | +$1.03M | 0.06% | 302 |
|
|
2021
Q2 | $14.8M | Sell |
172,715
-4,780
| -3% | -$410K | 0.07% | 275 |
|
|
2021
Q1 | $14.5M | Sell |
177,495
-10,044
| -5% | -$819K | 0.07% | 245 |
|
|
2020
Q4 | $13.1M | Buy |
187,539
+11,494
| +7% | +$804K | 0.06% | 272 |
|
|
2020
Q3 | $9.13M | Sell |
176,045
-8,843
| -5% | -$458K | 0.05% | 312 |
|
|
2020
Q2 | $13.3M | Buy |
184,888
+17,966
| +11% | +$1.29M | 0.08% | 238 |
|
|
2020
Q1 | $8.96M | Sell |
166,922
-6,072
| -4% | -$326K | 0.07% | 268 |
|
|
2019
Q4 | $19.3M | Sell |
172,994
-6,078
| -3% | -$677K | 0.13% | 185 |
|
|
2019
Q3 | $18.3M | Sell |
179,072
-7,694
| -4% | -$788K | 0.13% | 176 |
|
|
2019
Q2 | $17.5M | Sell |
186,766
-11,126
| -6% | -$1.04M | 0.13% | 175 |
|
|
2019
Q1 | $18.8M | Buy |
197,892
+8,090
| +4% | +$770K | 0.15% | 153 |
|
|
2018
Q4 | $16.4M | Buy |
189,802
+15,696
| +9% | +$1.35M | 0.16% | 148 |
|
|
2018
Q3 | $19.6M | Buy |
174,106
+2,676
| +2% | +$302K | 0.17% | 132 |
|
|
2018
Q2 | $19.3M | Sell |
171,430
-7,177
| -4% | -$806K | 0.19% | 120 |
|
|
2018
Q1 | $17.1M | Buy |
178,607
+8,119
| +5% | +$779K | 0.17% | 129 |
|
|
2017
Q4 | $17.2M | Buy |
170,488
+96
| +0.1% | +$9.71K | 0.18% | 126 |
|
|
2017
Q3 | $15.6M | Buy |
170,392
+1,153
| +0.7% | +$106K | 0.18% | 130 |
|
|
2017
Q2 | $14M | Sell |
169,239
-13,523
| -7% | -$1.12M | 0.17% | 134 |
|
|
2017
Q1 | $14.5M | Buy |
182,762
+44,719
| +32% | +$3.54M | 0.19% | 122 |
|
|
2016
Q4 | $11.9M | Buy |
138,043
+2,238
| +2% | +$193K | 0.18% | 127 |
|
|
2016
Q3 | $10.9M | Sell |
135,805
-56,375
| -29% | -$4.54M | 0.19% | 125 |
|
|
2016
Q2 | $15.2M | Buy |
192,180
+101,469
| +112% | +$8.05M | 0.31% | 81 |
|
|
2016
Q1 | $7.86M | Buy |
90,711
+2,048
| +2% | +$177K | 0.21% | 120 |
|
|
2015
Q4 | $7.25M | Sell |
88,663
-2,504
| -3% | -$205K | 0.19% | 137 |
|
|
2015
Q3 | $7.01M | Buy |
91,167
+2,153
| +2% | +$165K | 0.2% | 126 |
|
|
2015
Q2 | $7.17M | Buy |
89,014
+1,959
| +2% | +$158K | 0.15% | 157 |
|
|
2015
Q1 | $6.84M | Buy |
87,055
+1,208
| +1% | +$95K | 0.13% | 199 |
|
|
2014
Q4 | $6.16M | Buy |
85,847
+21,324
| +33% | +$1.53M | 0.12% | 201 |
|
|
2014
Q3 | $5.25M | Buy |
64,523
+373
| +0.6% | +$30.3K | 0.11% | 227 |
|
|
2014
Q2 | $5.16M | Buy |
64,150
+2,084
| +3% | +$168K | 0.11% | 222 |
|
|
2014
Q1 | $4.78M | Buy |
62,066
+2,318
| +4% | +$179K | 0.12% | 213 |
|
|
2013
Q4 | $4.61M | Buy |
59,748
+4,231
| +8% | +$326K | 0.12% | 195 |
|
|
2013
Q3 | $3.21M | Buy |
55,517
+25,802
| +87% | +$1.49M | 0.1% | 262 |
|
|
2013
Q2 | $1.75M | Buy |
+29,715
| New | +$1.75M | 0.18% | 136 |
|