LFA
Legacy Financial Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
8,999
+2,590
| +40% | +$309K | 0.17% | 102 |
|
|
2025
Q1 | $791K | Sell |
6,409
-58
| -0.9% | -$7.16K | 0.13% | 135 |
|
|
2024
Q4 | $737K | Sell |
6,467
-439
| -6% | -$50K | 0.12% | 140 |
|
|
2024
Q3 | $908K | Buy |
6,906
+84
| +1% | +$11K | 0.15% | 106 |
|
|
2024
Q2 | $963K | Sell |
6,822
-101
| -1% | -$14.3K | 0.17% | 93 |
|
|
2024
Q1 | $1.13M | Buy |
6,923
+435
| +7% | +$71K | 0.2% | 87 |
|
|
2023
Q4 | $864K | Buy |
6,488
+385
| +6% | +$51.3K | 0.17% | 95 |
|
|
2023
Q3 | $733K | Buy |
6,103
+322
| +6% | +$38.7K | 0.15% | 93 |
|
|
2023
Q2 | $551K | Sell |
5,781
-12
| -0.2% | -$1.14K | 0.1% | 125 |
|
|
2023
Q1 | $587K | Sell |
5,793
-27
| -0.5% | -$2.74K | 0.12% | 105 |
|
|
2022
Q4 | $606K | Buy |
5,820
+1,034
| +22% | +$108K | 0.13% | 94 |
|
|
2022
Q3 | $386K | Buy |
4,786
+180
| +4% | +$14.5K | 0.09% | 124 |
|
|
2022
Q2 | $378K | Buy |
+4,606
| New | +$378K | 0.09% | 121 |
|
|
2019
Q2 | – | Sell |
-672
| Closed | -$64K | – | 704 |
|
|
2019
Q1 | $64K | Buy |
672
+75
| +13% | +$7.14K | 0.02% | 237 |
|
|
2018
Q4 | $51K | Buy |
597
+146
| +32% | +$12.5K | 0.02% | 240 |
|
|
2018
Q3 | $50K | Buy |
451
+116
| +35% | +$12.9K | 0.02% | 250 |
|
|
2018
Q2 | $38K | Buy |
335
+181
| +118% | +$20.5K | 0.01% | 283 |
|
|
2018
Q1 | $15K | Hold |
154
| – | – | 0.01% | 404 |
|
|
2017
Q4 | $15K | Buy |
+154
| New | +$15K | 0.01% | 413 |
|