JFS Wealth 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 | $59.2K | Sell |
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|
2025
Q1 | $65.3K | Buy |
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|
2024
Q4 | $59.9K | Sell |
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|
2024
Q3 | $71.9K | Sell |
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|
2024
Q2 | $97.4K | Sell |
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|
2024
Q1 | $126K | Sell |
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|
2023
Q4 | $109K | Buy |
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|
2023
Q3 | $93.9K | Buy |
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|
2023
Q2 | $68.6K | Buy |
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|
2023
Q1 | $72.7K | Sell |
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|
2022
Q4 | $75.5K | Buy |
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|
2022
Q3 | $46K | Sell |
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|
2022
Q2 | $54K | Buy |
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|
2022
Q1 | $49K | Buy |
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|
2021
Q4 | $36K | Buy |
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|
2021
Q3 | $31K | Buy |
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|
2021
Q2 | $21K | Hold |
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|
2021
Q1 | $20K | Sell |
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|
2020
Q4 | $23K | Sell |
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|
2020
Q3 | $19K | Hold |
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|
2020
Q2 | $26K | Hold |
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|
2020
Q1 | $20K | Buy |
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|
2019
Q4 | $35K | Buy |
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|
2019
Q3 | $21K | Sell |
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|
2019
Q2 | $20K | Hold |
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|
2019
Q1 | $21K | Sell |
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|
2018
Q4 | $25K | Sell |
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|
2018
Q3 | $34K | Hold |
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|
2018
Q2 | $34K | Buy |
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|
2018
Q1 | $12K | Hold |
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|
2017
Q4 | $13K | Sell |
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|
2017
Q3 | $16K | Buy |
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|
2017
Q2 | $8K | Hold |
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|
2017
Q1 | $9K | Hold |
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|
2016
Q4 | $9K | Hold |
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|
2016
Q3 | $8K | Hold |
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|
2016
Q2 | $8K | Sell |
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|
2016
Q1 | $11K | Buy |
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|
2015
Q4 | $8K | Hold |
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|
2015
Q3 | $8K | Sell |
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|
2015
Q2 | $23K | Hold |
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|
2015
Q1 | $22K | Buy |
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|
2014
Q4 | $18K | Sell |
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|
2014
Q3 | $21K | Sell |
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|
2014
Q2 | $21K | Buy |
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