Kestra Advisory Services’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
Q3 | $15.2M | Buy |
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|
2025
Q2 | $8.89M | Sell |
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|
2025
Q1 | $9.46M | Sell |
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|
2024
Q4 | $9.11M | Sell |
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|
2024
Q3 | $11.3M | Sell |
|
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|
2024
Q2 | $12.3M | Buy |
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|
2024
Q1 | $11.7M | Buy |
|
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|
2023
Q4 | $8.84M | Buy |
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|
2023
Q3 | $7.78M | Sell |
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|
2023
Q2 | $7.66M | Buy |
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|
2023
Q1 | $6.13M | Sell |
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|
2022
Q4 | $8.82M | Sell |
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|
2022
Q3 | $7.13M | Buy |
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|
2022
Q2 | $5.36M | Buy |
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|
2022
Q1 | $4.49M | Sell |
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|
2021
Q4 | $5.48M | Buy |
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|
2021
Q3 | $3.4M | Sell |
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|
2021
Q2 | $6.09M | Buy |
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|
2021
Q1 | $5.01M | Buy |
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|
2020
Q4 | $2.75M | Sell |
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|
2020
Q3 | $2.31M | Buy |
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