JFS Wealth Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.2K | Sell |
496
-33
| -6% | -$3.94K | ﹤0.01% | 447 |
|
|
2025
Q1 | $65.3K | Buy |
529
+3
| +0.6% | +$370 | ﹤0.01% | 428 |
|
|
2024
Q4 | $59.9K | Sell |
526
-21
| -4% | -$2.39K | ﹤0.01% | 429 |
|
|
2024
Q3 | $71.9K | Sell |
547
-143
| -21% | -$18.8K | ﹤0.01% | 411 |
|
|
2024
Q2 | $97.4K | Sell |
690
-83
| -11% | -$11.7K | 0.01% | 313 |
|
|
2024
Q1 | $126K | Sell |
773
-48
| -6% | -$7.84K | 0.01% | 291 |
|
|
2023
Q4 | $109K | Buy |
821
+40
| +5% | +$5.32K | 0.01% | 292 |
|
|
2023
Q3 | $93.9K | Buy |
781
+62
| +9% | +$7.45K | 0.01% | 287 |
|
|
2023
Q2 | $68.6K | Buy |
719
+2
| +0.3% | +$191 | 0.01% | 328 |
|
|
2023
Q1 | $72.7K | Sell |
717
-8
| -1% | -$812 | 0.01% | 319 |
|
|
2022
Q4 | $75.5K | Buy |
725
+156
| +27% | +$16.2K | 0.01% | 318 |
|
|
2022
Q3 | $46K | Sell |
569
-91
| -14% | -$7.36K | 0.01% | 395 |
|
|
2022
Q2 | $54K | Buy |
660
+88
| +15% | +$7.2K | 0.01% | 386 |
|
|
2022
Q1 | $49K | Buy |
572
+77
| +16% | +$6.6K | ﹤0.01% | 437 |
|
|
2021
Q4 | $36K | Buy |
495
+50
| +11% | +$3.64K | ﹤0.01% | 475 |
|
|
2021
Q3 | $31K | Buy |
445
+200
| +82% | +$13.9K | ﹤0.01% | 480 |
|
|
2021
Q2 | $21K | Hold |
245
| – | – | ﹤0.01% | 362 |
|
|
2021
Q1 | $20K | Sell |
245
-88
| -26% | -$7.18K | ﹤0.01% | 337 |
|
|
2020
Q4 | $23K | Sell |
333
-31
| -9% | -$2.14K | ﹤0.01% | 320 |
|
|
2020
Q3 | $19K | Hold |
364
| – | – | ﹤0.01% | 319 |
|
|
2020
Q2 | $26K | Hold |
364
| – | – | 0.01% | 281 |
|
|
2020
Q1 | $20K | Buy |
364
+47
| +15% | +$2.58K | 0.01% | 276 |
|
|
2019
Q4 | $35K | Buy |
317
+115
| +57% | +$12.7K | 0.01% | 266 |
|
|
2019
Q3 | $21K | Sell |
202
-16
| -7% | -$1.66K | 0.01% | 297 |
|
|
2019
Q2 | $20K | Hold |
218
| – | – | 0.01% | 308 |
|
|
2019
Q1 | $21K | Sell |
218
-69
| -24% | -$6.65K | 0.01% | 294 |
|
|
2018
Q4 | $25K | Sell |
287
-14
| -5% | -$1.22K | 0.01% | 272 |
|
|
2018
Q3 | $34K | Hold |
301
| – | – | 0.01% | 273 |
|
|
2018
Q2 | $34K | Buy |
301
+171
| +132% | +$19.3K | 0.01% | 271 |
|
|
2018
Q1 | $12K | Hold |
130
| – | – | ﹤0.01% | 360 |
|
|
2017
Q4 | $13K | Sell |
130
-45
| -26% | -$4.5K | ﹤0.01% | 365 |
|
|
2017
Q3 | $16K | Buy |
175
+75
| +75% | +$6.86K | ﹤0.01% | 344 |
|
|
2017
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 354 |
|
|
2017
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 359 |
|
|
2016
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 359 |
|
|
2016
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 399 |
|
|
2016
Q2 | $8K | Sell |
100
-25
| -20% | -$2K | ﹤0.01% | 405 |
|
|
2016
Q1 | $11K | Buy |
125
+25
| +25% | +$2.2K | ﹤0.01% | 384 |
|
|
2015
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 420 |
|
|
2015
Q3 | $8K | Sell |
100
-184
| -65% | -$14.7K | ﹤0.01% | 370 |
|
|
2015
Q2 | $23K | Hold |
284
| – | – | 0.01% | 257 |
|
|
2015
Q1 | $22K | Buy |
284
+36
| +15% | +$2.79K | 0.01% | 269 |
|
|
2014
Q4 | $18K | Sell |
248
-13
| -5% | -$944 | ﹤0.01% | 302 |
|
|
2014
Q3 | $21K | Sell |
261
-3
| -1% | -$241 | ﹤0.01% | 257 |
|
|
2014
Q2 | $21K | Buy |
+264
| New | +$21K | ﹤0.01% | 257 |
|