LW
Linscomb Wealth’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $607K | Sell |
5,090
-88
| -2% | -$10.5K | 0.03% | 215 |
|
|
2025
Q1 | $639K | Sell |
5,178
-405
| -7% | -$50K | 0.03% | 207 |
|
|
2024
Q4 | $636K | Buy |
5,583
+365
| +7% | +$41.6K | 0.03% | 210 |
|
|
2024
Q3 | $686K | Buy |
5,218
+19
| +0.4% | +$2.5K | 0.03% | 202 |
|
|
2024
Q2 | $734K | Buy |
5,199
+93
| +2% | +$13.1K | 0.04% | 188 |
|
|
2024
Q1 | $834K | Sell |
5,106
-3
| -0.1% | -$490 | 0.04% | 173 |
|
|
2023
Q4 | $680K | Buy |
5,109
+20
| +0.4% | +$2.66K | 0.04% | 187 |
|
|
2023
Q3 | $611K | Sell |
5,089
-79
| -2% | -$9.49K | 0.04% | 191 |
|
|
2023
Q2 | $493K | Sell |
5,168
-233
| -4% | -$22.2K | 0.03% | 213 |
|
|
2023
Q1 | $548K | Sell |
5,401
-4,149
| -43% | -$421K | 0.03% | 206 |
|
|
2022
Q4 | $994K | Buy |
9,550
+4,445
| +87% | +$463K | 0.05% | 175 |
|
|
2022
Q3 | $412K | Buy |
5,105
+8
| +0.2% | +$646 | 0.03% | 213 |
|
|
2022
Q2 | $418K | Sell |
5,097
-3,593
| -41% | -$295K | 0.02% | 216 |
|
|
2022
Q1 | $751K | Buy |
8,690
+729
| +9% | +$63K | 0.04% | 201 |
|
|
2021
Q4 | $577K | Buy |
7,961
+938
| +13% | +$68K | 0.03% | 218 |
|
|
2021
Q3 | $492K | Hold |
7,023
| – | – | 0.03% | 219 |
|
|
2021
Q2 | $603K | Sell |
7,023
-14
| -0.2% | -$1.2K | 0.03% | 203 |
|
|
2021
Q1 | $574K | Buy |
7,037
+1,771
| +34% | +$144K | 0.03% | 200 |
|
|
2020
Q4 | $368K | Hold |
5,266
| – | – | 0.02% | 225 |
|
|
2020
Q3 | $273K | Sell |
5,266
-1,656
| -24% | -$85.9K | 0.02% | 249 |
|
|
2020
Q2 | $498K | Sell |
6,922
-1,501
| -18% | -$108K | 0.04% | 191 |
|
|
2020
Q1 | $452K | Buy |
8,423
+2,671
| +46% | +$143K | 0.04% | 272 |
|
|
2019
Q4 | $641K | Sell |
5,752
-614
| -10% | -$68.4K | 0.04% | 292 |
|
|
2019
Q3 | $652K | Sell |
6,366
-233
| -4% | -$23.9K | 0.05% | 158 |
|
|
2019
Q2 | $617K | Buy |
6,599
+191
| +3% | +$17.9K | 0.05% | 163 |
|
|
2019
Q1 | $610K | Buy |
6,408
+35
| +0.5% | +$3.33K | 0.05% | 157 |
|
|
2018
Q4 | $549K | Buy |
6,373
+10
| +0.2% | +$861 | 0.05% | 160 |
|
|
2018
Q3 | $717K | Sell |
6,363
-180
| -3% | -$20.3K | 0.06% | 145 |
|
|
2018
Q2 | $735K | Buy |
6,543
+87
| +1% | +$9.77K | 0.06% | 139 |
|
|
2018
Q1 | $619K | Sell |
6,456
-806
| -11% | -$77.3K | 0.05% | 153 |
|
|
2017
Q4 | $735K | Sell |
7,262
-795
| -10% | -$80.5K | 0.06% | 144 |
|
|
2017
Q3 | $738K | Hold |
8,057
| – | – | 0.06% | 134 |
|
|
2017
Q2 | $666K | Sell |
8,057
-5,134
| -39% | -$424K | 0.06% | 138 |
|
|
2017
Q1 | $1.05M | Buy |
13,191
+205
| +2% | +$16.2K | 0.09% | 106 |
|
|
2016
Q4 | $1.12M | Buy |
12,986
+6,299
| +94% | +$544K | 0.1% | 102 |
|
|
2016
Q3 | $539K | Buy |
6,687
+902
| +16% | +$72.7K | 0.05% | 157 |
|
|
2016
Q2 | $459K | Buy |
5,785
+2
| +0% | +$159 | 0.05% | 169 |
|
|
2016
Q1 | $501K | Sell |
5,783
-90
| -2% | -$7.8K | 0.05% | 158 |
|
|
2015
Q4 | $480K | Sell |
5,873
-1,410
| -19% | -$115K | 0.05% | 161 |
|
|
2015
Q3 | $560K | Buy |
7,283
+43
| +0.6% | +$3.31K | 0.07% | 144 |
|
|
2015
Q2 | $583K | Buy |
7,240
+188
| +3% | +$15.1K | 0.06% | 152 |
|
|
2015
Q1 | $554K | Sell |
7,052
-167
| -2% | -$13.1K | 0.06% | 160 |
|
|
2014
Q4 | $518K | Buy |
7,219
+721
| +11% | +$51.7K | 0.06% | 163 |
|
|
2014
Q3 | $528K | Buy |
6,498
+391
| +6% | +$31.8K | 0.06% | 165 |
|
|
2014
Q2 | $491K | Sell |
6,107
-54
| -0.9% | -$4.34K | 0.05% | 172 |
|
|
2014
Q1 | $475K | Buy |
6,161
+1,205
| +24% | +$92.9K | 0.05% | 172 |
|
|
2013
Q4 | $382K | Buy |
4,956
+26
| +0.5% | +$2K | 0.05% | 164 |
|
|
2013
Q3 | $285K | Sell |
4,930
-37
| -0.7% | -$2.14K | 0.04% | 189 |
|
|
2013
Q2 | $293K | Buy |
+4,967
| New | +$293K | 0.04% | 185 |
|