Kestra Advisory Services’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.89M | Sell |
74,533
-2,091
| -3% | -$249K | 0.04% | 417 |
|
|
2025
Q1 | $9.46M | Sell |
76,624
-3,363
| -4% | -$415K | 0.05% | 366 |
|
|
2024
Q4 | $9.11M | Sell |
79,987
-6,128
| -7% | -$698K | 0.05% | 375 |
|
|
2024
Q3 | $11.3M | Sell |
86,115
-4,532
| -5% | -$596K | 0.06% | 334 |
|
|
2024
Q2 | $12.3M | Buy |
90,647
+19,082
| +27% | +$2.58M | 0.07% | 306 |
|
|
2024
Q1 | $11.7M | Buy |
71,565
+5,161
| +8% | +$843K | 0.08% | 271 |
|
|
2023
Q4 | $8.84M | Buy |
66,404
+1,616
| +2% | +$215K | 0.07% | 298 |
|
|
2023
Q3 | $7.78M | Sell |
64,788
-15,509
| -19% | -$1.86M | 0.08% | 283 |
|
|
2023
Q2 | $7.66M | Buy |
80,297
+19,845
| +33% | +$1.89M | 0.08% | 277 |
|
|
2023
Q1 | $6.13M | Sell |
60,452
-24,299
| -29% | -$2.46M | 0.07% | 300 |
|
|
2022
Q4 | $8.82M | Sell |
84,751
-3,522
| -4% | -$367K | 0.08% | 275 |
|
|
2022
Q3 | $7.13M | Buy |
88,273
+22,955
| +35% | +$1.85M | 0.08% | 280 |
|
|
2022
Q2 | $5.36M | Buy |
65,318
+13,317
| +26% | +$1.09M | 0.06% | 349 |
|
|
2022
Q1 | $4.49M | Sell |
52,001
-23,687
| -31% | -$2.05M | 0.05% | 399 |
|
|
2021
Q4 | $5.48M | Buy |
75,688
+27,149
| +56% | +$1.97M | 0.06% | 343 |
|
|
2021
Q3 | $3.4M | Sell |
48,539
-22,472
| -32% | -$1.57M | 0.03% | 520 |
|
|
2021
Q2 | $6.09M | Buy |
71,011
+9,510
| +15% | +$816K | 0.07% | 316 |
|
|
2021
Q1 | $5.02M | Buy |
61,501
+22,557
| +58% | +$1.84M | 0.06% | 337 |
|
|
2020
Q4 | $2.75M | Sell |
38,944
-5,566
| -13% | -$393K | 0.03% | 493 |
|
|
2020
Q3 | $2.31M | Buy |
+44,510
| New | +$2.31M | 0.04% | 394 |
|