LIA
LBMC Investment Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Buy |
2,489
+1
| +0% | +$119 | 0.02% | 171 |
|
|
2025
Q1 | $307K | Buy |
2,488
+103
| +4% | +$12.7K | 0.02% | 158 |
|
|
2024
Q4 | $272K | Buy |
2,385
+1
| +0% | +$114 | 0.02% | 166 |
|
|
2024
Q3 | $313K | Buy |
2,384
+1
| +0% | +$131 | 0.02% | 148 |
|
|
2024
Q2 | $336K | Buy |
2,383
+1
| +0% | +$141 | 0.03% | 130 |
|
|
2024
Q1 | $389K | Sell |
2,382
-377
| -14% | -$61.6K | 0.03% | 117 |
|
|
2023
Q4 | $367K | Buy |
2,759
+1
| +0% | +$133 | 0.03% | 110 |
|
|
2023
Q3 | $319K | Buy |
2,758
+1
| +0% | +$116 | 0.03% | 117 |
|
|
2023
Q2 | $263K | Buy |
2,757
+1
| +0% | +$95 | 0.03% | 134 |
|
|
2023
Q1 | $279K | Buy |
2,756
+1
| +0% | +$101 | 0.03% | 130 |
|
|
2022
Q4 | $287K | Buy |
2,755
+1
| +0% | +$104 | 0.03% | 123 |
|
|
2022
Q3 | $222K | Buy |
2,754
+1
| +0% | +$81 | 0.03% | 139 |
|
|
2022
Q2 | $226K | Buy |
2,753
+1
| +0% | +$82 | 0.02% | 140 |
|
|
2022
Q1 | $238K | Buy |
+2,752
| New | +$238K | 0.02% | 141 |
|
|
2021
Q3 | – | Sell |
-2,749
| Closed | -$236K | – | 169 |
|
|
2021
Q2 | $236K | Buy |
+2,749
| New | +$236K | 0.02% | 150 |
|
|
2020
Q1 | – | Sell |
-2,042
| Closed | -$227K | – | 101 |
|
|
2019
Q4 | $227K | Buy |
2,042
+1
| +0% | +$111 | 0.03% | 91 |
|
|
2019
Q3 | $209K | Buy |
+2,041
| New | +$209K | 0.03% | 93 |
|
|
2019
Q1 | – | Sell |
-2,373
| Closed | -$204K | – | 101 |
|
|
2018
Q4 | $204K | Sell |
2,373
-238
| -9% | -$20.5K | 0.04% | 89 |
|
|
2018
Q3 | $294K | Buy |
2,611
+2
| +0.1% | +$225 | 0.05% | 81 |
|
|
2018
Q2 | $293K | Buy |
+2,609
| New | +$293K | 0.05% | 79 |
|