Laurel Wealth Advisors (California)’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $412K | Sell |
3,959
-365
| -8% | -$38K | 0.04% | 409 |
|
|
2022
Q3 | $349K | Buy |
4,324
+226
| +6% | +$18.2K | 0.04% | 437 |
|
|
2022
Q2 | $336K | Buy |
4,098
+1,367
| +50% | +$112K | 0.03% | 461 |
|
|
2022
Q1 | $235K | Sell |
2,731
-660
| -19% | -$56.8K | 0.02% | 663 |
|
|
2021
Q4 | $245K | Sell |
3,391
-170
| -5% | -$12.3K | 0.02% | 686 |
|
|
2021
Q3 | $249K | Sell |
3,561
-903
| -20% | -$63.1K | 0.05% | 383 |
|
|
2021
Q2 | $383K | Sell |
4,464
-521
| -10% | -$44.7K | 0.05% | 339 |
|
|
2021
Q1 | $406K | Sell |
4,985
-4,635
| -48% | -$377K | 0.06% | 291 |
|
|
2020
Q4 | $673K | Sell |
9,620
-508
| -5% | -$35.5K | 0.1% | 197 |
|
|
2020
Q3 | $525K | Sell |
10,128
-524
| -5% | -$27.2K | 0.09% | 222 |
|
|
2020
Q2 | $766K | Sell |
10,652
-5,591
| -34% | -$402K | 0.14% | 163 |
|
|
2020
Q1 | $872K | Sell |
16,243
-954
| -6% | -$51.2K | 0.2% | 125 |
|
|
2019
Q4 | $1.92M | Sell |
17,197
-685
| -4% | -$76.3K | 0.32% | 70 |
|
|
2019
Q3 | $1.83M | Buy |
17,882
+877
| +5% | +$89.8K | 0.31% | 79 |
|
|
2019
Q2 | $1.59M | Sell |
17,005
-245
| -1% | -$22.9K | 0.35% | 72 |
|
|
2019
Q1 | $1.64M | Sell |
17,250
-141
| -0.8% | -$13.4K | 0.4% | 63 |
|
|
2018
Q4 | $1.5M | Sell |
17,391
-86
| -0.5% | -$7.41K | 0.44% | 59 |
|
|
2018
Q3 | $1.97M | Sell |
17,477
-1,507
| -8% | -$170K | 0.48% | 49 |
|
|
2018
Q2 | $2.13M | Sell |
18,984
-55
| -0.3% | -$6.18K | 0.57% | 44 |
|
|
2018
Q1 | $1.83M | Sell |
19,039
-2,758
| -13% | -$265K | 0.57% | 42 |
|
|
2017
Q4 | $2.2M | Buy |
21,797
+2,796
| +15% | +$283K | 0.63% | 36 |
|
|
2017
Q3 | $1.74M | Sell |
19,001
-57
| -0.3% | -$5.22K | 0.58% | 42 |
|
|
2017
Q2 | $1.58M | Buy |
19,058
+105
| +0.6% | +$8.68K | 0.56% | 47 |
|
|
2017
Q1 | $1.5M | Sell |
18,953
-609
| -3% | -$48.2K | 0.58% | 47 |
|
|
2016
Q4 | $1.69M | Buy |
19,562
+331
| +2% | +$28.6K | 0.75% | 28 |
|
|
2016
Q3 | $1.55M | Sell |
19,231
-794
| -4% | -$64K | 0.73% | 35 |
|
|
2016
Q2 | $1.59M | Buy |
20,025
+843
| +4% | +$66.9K | 0.76% | 34 |
|
|
2016
Q1 | $1.66M | Buy |
19,182
+967
| +5% | +$83.7K | 0.83% | 28 |
|
|
2015
Q4 | $1.49M | Buy |
+18,215
| New | +$1.49M | 0.77% | 28 |
|