Laurel Wealth Advisors (California)’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $412K | Sell |
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|
2022
Q3 | $349K | Buy |
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|
2022
Q2 | $336K | Buy |
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|
2022
Q1 | $235K | Sell |
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|
2021
Q4 | $245K | Sell |
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|
2021
Q3 | $249K | Sell |
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|
2021
Q2 | $383K | Sell |
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|
2021
Q1 | $406K | Sell |
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|
2020
Q4 | $673K | Sell |
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|
2020
Q3 | $525K | Sell |
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|
2020
Q2 | $766K | Sell |
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|
2020
Q1 | $872K | Sell |
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|
2019
Q4 | $1.92M | Sell |
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|
2019
Q3 | $1.83M | Buy |
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|
2019
Q2 | $1.59M | Sell |
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|
2019
Q1 | $1.64M | Sell |
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|
2018
Q4 | $1.5M | Sell |
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|
2018
Q3 | $1.97M | Sell |
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|
2018
Q2 | $2.13M | Sell |
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|
2018
Q1 | $1.83M | Sell |
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|
2017
Q4 | $2.2M | Buy |
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|
2017
Q3 | $1.74M | Sell |
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|
2017
Q2 | $1.57M | Buy |
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|
2017
Q1 | $1.5M | Sell |
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|
2016
Q4 | $1.69M | Buy |
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|
2016
Q3 | $1.55M | Sell |
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|
2016
Q2 | $1.59M | Buy |
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|
2016
Q1 | $1.66M | Buy |
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|
2015
Q4 | $1.49M | Buy |
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