Level Four Advisory Services’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.68M | Buy |
47,588
+4,281
| +10% | +$511K | 0.21% | 137 |
|
|
2025
Q1 | $5.35M | Buy |
43,307
+5,849
| +16% | +$722K | 0.22% | 139 |
|
|
2024
Q4 | $4.27M | Buy |
37,458
+827
| +2% | +$94.2K | 0.17% | 157 |
|
|
2024
Q3 | $4.46M | Buy |
36,631
+26
| +0.1% | +$3.17K | 0.19% | 157 |
|
|
2024
Q2 | $5.17M | Sell |
36,605
-7,459
| -17% | -$1.05M | 0.23% | 119 |
|
|
2024
Q1 | $5.87M | Buy |
44,064
+2,121
| +5% | +$282K | 0.32% | 69 |
|
|
2023
Q4 | $5.58M | Sell |
41,943
-6,882
| -14% | -$916K | 0.31% | 73 |
|
|
2023
Q3 | $5.87M | Buy |
48,825
+5,074
| +12% | +$610K | 0.38% | 57 |
|
|
2023
Q2 | $4.17M | Sell |
43,751
-47
| -0.1% | -$4.48K | 0.25% | 96 |
|
|
2023
Q1 | $4.44M | Buy |
43,798
+1,873
| +4% | +$190K | 0.29% | 76 |
|
|
2022
Q4 | $4.36M | Sell |
41,925
-1,272
| -3% | -$132K | 0.32% | 72 |
|
|
2022
Q3 | $3.49M | Buy |
43,197
+364
| +0.8% | +$29.4K | 0.34% | 80 |
|
|
2022
Q2 | $3.51M | Sell |
42,833
-699
| -2% | -$57.3K | 0.33% | 84 |
|
|
2022
Q1 | $3.76M | Buy |
43,532
+2,010
| +5% | +$174K | 0.29% | 92 |
|
|
2021
Q4 | $3.01M | Buy |
41,522
+13,706
| +49% | +$993K | 0.23% | 115 |
|
|
2021
Q3 | $1.95M | Buy |
27,816
+1,691
| +6% | +$118K | 0.2% | 126 |
|
|
2021
Q2 | $2.24M | Buy |
26,125
+743
| +3% | +$63.8K | 0.16% | 153 |
|
|
2021
Q1 | $2.07M | Buy |
25,382
+10,328
| +69% | +$842K | 0.16% | 151 |
|
|
2020
Q4 | $1.05M | Sell |
15,054
-4,521
| -23% | -$316K | 0.08% | 236 |
|
|
2020
Q3 | $1.02M | Buy |
19,575
+127
| +0.7% | +$6.59K | 0.08% | 239 |
|
|
2020
Q2 | $1.4M | Sell |
19,448
-78
| -0.4% | -$5.61K | 0.11% | 196 |
|
|
2020
Q1 | $1.05M | Sell |
19,526
-1,265
| -6% | -$68K | 0.13% | 194 |
|
|
2019
Q4 | $9.67M | Buy |
20,791
+3,147
| +18% | +$1.46M | 0.38% | 81 |
|
|
2019
Q3 | $1.81M | Buy |
17,644
+1,925
| +12% | +$197K | 0.19% | 127 |
|
|
2019
Q2 | $1.47M | Sell |
15,719
-247
| -2% | -$23.1K | 0.15% | 149 |
|
|
2019
Q1 | $1.52M | Buy |
15,966
+2,462
| +18% | +$234K | 0.17% | 142 |
|
|
2018
Q4 | $1.16M | Buy |
13,504
+624
| +5% | +$53.7K | 0.15% | 153 |
|
|
2018
Q3 | $1.45M | Sell |
12,880
-1,929
| -13% | -$217K | 0.16% | 149 |
|
|
2018
Q2 | $1.66M | Buy |
14,809
+158
| +1% | +$17.7K | 0.12% | 165 |
|
|
2018
Q1 | $1.41M | Buy |
14,651
+1,214
| +9% | +$116K | 0.11% | 174 |
|
|
2017
Q4 | $1.36M | Sell |
13,437
-437
| -3% | -$44.2K | 0.11% | 178 |
|
|
2017
Q3 | $1.27M | Buy |
13,874
+2,468
| +22% | +$226K | 0.11% | 173 |
|
|
2017
Q2 | $885K | Sell |
11,406
-3,895
| -25% | -$302K | 0.14% | 161 |
|
|
2017
Q1 | $1.19M | Sell |
15,301
-686
| -4% | -$53.5K | 0.12% | 175 |
|
|
2016
Q4 | $1.38M | Buy |
+15,987
| New | +$1.38M | 0.18% | 128 |
|