LWANC
Laurel Wealth Advisors (North Carolina)’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Buy |
285,247
+282,629
| +10,796% | +$2.37M | 0.03% | 181 |
|
|
2025
Q1 | $323K | Hold |
2,618
| – | – | 0.05% | 146 |
|
|
2024
Q4 | $298K | Hold |
2,618
| – | – | 0.05% | 150 |
|
|
2024
Q3 | $344K | Sell |
2,618
-111
| -4% | -$14.6K | 0.05% | 143 |
|
|
2024
Q2 | $385K | Hold |
2,729
| – | – | 0.07% | 132 |
|
|
2024
Q1 | $446K | Hold |
2,729
| – | – | 0.08% | 127 |
|
|
2023
Q4 | $363K | Buy |
2,729
+32
| +1% | +$4.26K | 0.07% | 131 |
|
|
2023
Q3 | $324K | Hold |
2,697
| – | – | 0.07% | 135 |
|
|
2023
Q2 | $257K | Hold |
2,697
| – | – | 0.05% | 152 |
|
|
2023
Q1 | $273K | Buy |
2,697
+473
| +21% | +$48K | 0.06% | 146 |
|
|
2022
Q4 | $231K | Sell |
2,224
-42
| -2% | -$4.37K | 0.05% | 152 |
|
|
2022
Q3 | $183K | Hold |
2,266
| – | – | 0.05% | 160 |
|
|
2022
Q2 | $186K | Buy |
2,266
+345
| +18% | +$28.3K | 0.05% | 160 |
|
|
2022
Q1 | $166K | Hold |
1,921
| – | – | 0.03% | 182 |
|
|
2021
Q4 | $139K | Hold |
1,921
| – | – | 0.03% | 192 |
|
|
2021
Q3 | $135K | Sell |
1,921
-52
| -3% | -$3.65K | 0.03% | 192 |
|
|
2021
Q2 | $169K | Buy |
1,973
+52
| +3% | +$4.45K | 0.04% | 181 |
|
|
2021
Q1 | $157K | Buy |
1,921
+14
| +0.7% | +$1.14K | 0.04% | 175 |
|
|
2020
Q4 | $133K | Sell |
1,907
-150
| -7% | -$10.5K | 0.03% | 176 |
|
|
2020
Q3 | $107K | Sell |
2,057
-50
| -2% | -$2.6K | 0.03% | 175 |
|
|
2020
Q2 | $151K | Hold |
2,107
| – | – | 0.05% | 147 |
|
|
2020
Q1 | $113K | Sell |
2,107
-57
| -3% | -$3.06K | 0.04% | 154 |
|
|
2019
Q4 | $241K | Hold |
2,164
| – | – | 0.08% | 135 |
|
|
2019
Q3 | $222K | Hold |
2,164
| – | – | 0.08% | 135 |
|
|
2019
Q2 | $202K | Buy |
2,164
+162
| +8% | +$15.1K | 0.07% | 139 |
|
|
2019
Q1 | $191K | Hold |
2,002
| – | – | 0.07% | 142 |
|
|
2018
Q4 | $172K | Buy |
+2,002
| New | +$172K | 0.07% | 136 |
|