Lido Advisors’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 | $5.32M | Sell |
44,610
-3,405
| -7% | -$406K | 0.02% | 338 |
|
|
2025
Q1 | $5.93M | Buy |
48,015
+1,274
| +3% | +$157K | 0.03% | 300 |
|
|
2024
Q4 | $5.33M | Buy |
46,741
+1,507
| +3% | +$172K | 0.02% | 300 |
|
|
2024
Q3 | $5.95M | Buy |
45,234
+1,142
| +3% | +$150K | 0.03% | 268 |
|
|
2024
Q2 | $6.22M | Buy |
44,092
+28,811
| +189% | +$4.07M | 0.03% | 242 |
|
|
2024
Q1 | $2.5M | Buy |
15,281
+859
| +6% | +$140K | 0.01% | 367 |
|
|
2023
Q4 | $1.92M | Buy |
14,422
+1,880
| +15% | +$250K | 0.01% | 393 |
|
|
2023
Q3 | $1.51M | Buy |
12,542
+845
| +7% | +$102K | 0.01% | 403 |
|
|
2023
Q2 | $1.12M | Buy |
11,697
+1,686
| +17% | +$161K | 0.01% | 453 |
|
|
2023
Q1 | $1.01M | Buy |
10,011
+136
| +1% | +$13.8K | 0.01% | 436 |
|
|
2022
Q4 | $1.03M | Buy |
9,875
+3,047
| +45% | +$317K | 0.01% | 372 |
|
|
2022
Q3 | $550K | Buy |
6,828
+829
| +14% | +$66.8K | 0.01% | 466 |
|
|
2022
Q2 | $491K | Buy |
5,999
+475
| +9% | +$38.9K | 0.01% | 482 |
|
|
2022
Q1 | $477K | Sell |
5,524
-1,501
| -21% | -$130K | 0.01% | 546 |
|
|
2021
Q4 | $509K | Sell |
7,025
-1,217
| -15% | -$88.2K | 0.01% | 534 |
|
|
2021
Q3 | $577K | Sell |
8,242
-766
| -9% | -$53.6K | 0.01% | 469 |
|
|
2021
Q2 | $773K | Buy |
9,008
+46
| +0.5% | +$3.95K | 0.01% | 384 |
|
|
2021
Q1 | $731K | Sell |
8,962
-158
| -2% | -$12.9K | 0.01% | 365 |
|
|
2020
Q4 | $637K | Buy |
9,120
+2,162
| +31% | +$151K | 0.01% | 376 |
|
|
2020
Q3 | $361K | Sell |
6,958
-399
| -5% | -$20.7K | 0.01% | 391 |
|
|
2020
Q2 | $529K | Buy |
7,357
+2,317
| +46% | +$167K | 0.02% | 301 |
|
|
2020
Q1 | $270K | Sell |
5,040
-726
| -13% | -$38.9K | 0.01% | 390 |
|
|
2019
Q4 | $642K | Buy |
5,766
+207
| +4% | +$23K | 0.03% | 292 |
|
|
2019
Q3 | $569K | Buy |
5,559
+2,285
| +70% | +$234K | 0.03% | 269 |
|
|
2019
Q2 | $306K | Sell |
3,274
-2,016
| -38% | -$188K | 0.02% | 383 |
|
|
2019
Q1 | $503K | Buy |
5,290
+1,552
| +42% | +$148K | 0.03% | 261 |
|
|
2018
Q4 | $322K | Sell |
3,738
-105
| -3% | -$9.05K | 0.03% | 268 |
|
|
2018
Q3 | $433K | Buy |
+3,843
| New | +$433K | 0.04% | 254 |
|
|
2016
Q4 | – | Sell |
-2,901
| Closed | -$234K | – | 234 |
|
|
2016
Q3 | $234K | Sell |
2,901
-1,719
| -37% | -$139K | 0.07% | 121 |
|
|
2016
Q2 | $367K | Buy |
4,620
+1,120
| +32% | +$89K | 0.11% | 88 |
|
|
2016
Q1 | $303K | Buy |
+3,500
| New | +$303K | 0.1% | 94 |
|