Kovack 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 | $1.76M | Buy |
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|
2025
Q1 | $1.77M | Buy |
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|
2024
Q4 | $261K | Sell |
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|
2024
Q3 | $357K | Sell |
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|
2024
Q2 | $627K | Sell |
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|
2024
Q1 | $749K | Sell |
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|
2023
Q4 | $644K | Sell |
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|
2023
Q3 | $680K | Buy |
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|
2023
Q2 | $521K | Buy |
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|
2023
Q1 | $532K | Sell |
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|
2022
Q4 | $560K | Buy |
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|
2022
Q3 | $410K | Sell |
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|
2022
Q2 | $432K | Sell |
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|
2022
Q1 | $477K | Buy |
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|
2021
Q4 | $295K | Buy |
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|
2021
Q3 | $277K | Sell |
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|
2021
Q2 | $348K | Buy |
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|
2021
Q1 | $317K | Buy |
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|
2020
Q4 | $249K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $294K | Sell |
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|
2020
Q1 | $267K | Buy |
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|
2019
Q4 | $516K | Sell |
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|
2019
Q3 | $504K | Buy |
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|
2019
Q2 | $360K | Sell |
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|
2019
Q1 | $441K | Buy |
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|
2018
Q4 | $394K | Sell |
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|
2018
Q3 | $576K | Sell |
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|
2018
Q2 | $655K | Sell |
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|
2018
Q1 | $613K | Buy |
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|
2017
Q4 | $621K | Buy |
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|
2017
Q3 | $407K | Sell |
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|
2017
Q2 | $459K | Buy |
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|
2017
Q1 | $358K | Sell |
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|
2016
Q4 | $393K | Buy |
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|
2016
Q3 | $316K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $231K | Sell |
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|
2015
Q4 | $242K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $216K | Sell |
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|
2015
Q1 | $219K | Buy |
|