Laurel Wealth Advisors (North Carolina)’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 | $2.39M | Buy |
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|
2025
Q1 | $323K | Hold |
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|
2024
Q4 | $298K | Hold |
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|
2024
Q3 | $344K | Sell |
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|
2024
Q2 | $385K | Hold |
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|
2024
Q1 | $446K | Hold |
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|
2023
Q4 | $363K | Buy |
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|
2023
Q3 | $324K | Hold |
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|
2023
Q2 | $257K | Hold |
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|
2023
Q1 | $273K | Buy |
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|
2022
Q4 | $231K | Sell |
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|
2022
Q3 | $183K | Hold |
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|
2022
Q2 | $186K | Buy |
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|
2022
Q1 | $166K | Hold |
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|
2021
Q4 | $139K | Hold |
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|
2021
Q3 | $135K | Sell |
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|
2021
Q2 | $169K | Buy |
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|
2021
Q1 | $157K | Buy |
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|
2020
Q4 | $133K | Sell |
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|
2020
Q3 | $107K | Sell |
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|
2020
Q2 | $151K | Hold |
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|
2020
Q1 | $113K | Sell |
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|
2019
Q4 | $241K | Hold |
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|
2019
Q3 | $222K | Hold |
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|
2019
Q2 | $202K | Buy |
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|
2019
Q1 | $191K | Hold |
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|
2018
Q4 | $172K | Buy |
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