LPL Financial’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 | $107M | Buy |
897,241
+35,469
| +4% | +$4.23M | 0.04% | 458 |
|
|
2025
Q1 | $106M | Buy |
861,772
+127,288
| +17% | +$15.7M | 0.04% | 402 |
|
|
2024
Q4 | $83.7M | Buy |
734,484
+67,993
| +10% | +$7.75M | 0.03% | 452 |
|
|
2024
Q3 | $87.6M | Buy |
666,491
+2,447
| +0.4% | +$322K | 0.04% | 421 |
|
|
2024
Q2 | $93.7M | Buy |
664,044
+16,619
| +3% | +$2.35M | 0.05% | 353 |
|
|
2024
Q1 | $106M | Buy |
647,425
+5,891
| +0.9% | +$962K | 0.06% | 303 |
|
|
2023
Q4 | $85.4M | Buy |
641,534
+57,612
| +10% | +$7.67M | 0.05% | 327 |
|
|
2023
Q3 | $70.2M | Sell |
583,922
-7,566
| -1% | -$909K | 0.05% | 341 |
|
|
2023
Q2 | $56.4M | Sell |
591,488
-4,464
| -0.7% | -$426K | 0.04% | 401 |
|
|
2023
Q1 | $60.4M | Buy |
595,952
+118,523
| +25% | +$12M | 0.05% | 367 |
|
|
2022
Q4 | $49.7M | Buy |
477,429
+52,731
| +12% | +$5.49M | 0.04% | 396 |
|
|
2022
Q3 | $34.3M | Buy |
424,698
+33,640
| +9% | +$2.72M | 0.03% | 448 |
|
|
2022
Q2 | $32.1M | Buy |
391,058
+82,414
| +27% | +$6.76M | 0.03% | 467 |
|
|
2022
Q1 | $26.7M | Buy |
308,644
+13,508
| +5% | +$1.17M | 0.02% | 552 |
|
|
2021
Q4 | $21.4M | Buy |
295,136
+32,583
| +12% | +$2.36M | 0.02% | 645 |
|
|
2021
Q3 | $18.4M | Sell |
262,553
-45
| -0% | -$3.15K | 0.02% | 658 |
|
|
2021
Q2 | $22.5M | Buy |
262,598
+17,598
| +7% | +$1.51M | 0.02% | 549 |
|
|
2021
Q1 | $20M | Buy |
245,000
+13,064
| +6% | +$1.07M | 0.02% | 548 |
|
|
2020
Q4 | $16.2M | Buy |
231,936
+3,812
| +2% | +$267K | 0.02% | 548 |
|
|
2020
Q3 | $11.8M | Sell |
228,124
-36,078
| -14% | -$1.87M | 0.02% | 572 |
|
|
2020
Q2 | $19M | Buy |
264,202
+14,800
| +6% | +$1.06M | 0.03% | 387 |
|
|
2020
Q1 | $13.4M | Buy |
249,402
+25,170
| +11% | +$1.35M | 0.03% | 414 |
|
|
2019
Q4 | $25M | Buy |
224,232
+7,456
| +3% | +$831K | 0.05% | 307 |
|
|
2019
Q3 | $22.2M | Buy |
216,776
+3,828
| +2% | +$392K | 0.05% | 307 |
|
|
2019
Q2 | $19.9M | Buy |
212,948
+20,110
| +10% | +$1.88M | 0.04% | 324 |
|
|
2019
Q1 | $18.4M | Buy |
192,838
+3,897
| +2% | +$371K | 0.04% | 329 |
|
|
2018
Q4 | $16.3M | Buy |
188,941
+13,599
| +8% | +$1.17M | 0.04% | 316 |
|
|
2018
Q3 | $19.8M | Sell |
175,342
-890
| -0.5% | -$100K | 0.05% | 296 |
|
|
2018
Q2 | $19.8M | Buy |
176,232
+4,355
| +3% | +$489K | 0.05% | 288 |
|
|
2018
Q1 | $16.5M | Buy |
171,877
+35,156
| +26% | +$3.37M | 0.05% | 312 |
|
|
2017
Q4 | $13.8M | Buy |
136,721
+3,125
| +2% | +$316K | 0.04% | 334 |
|
|
2017
Q3 | $12.2M | Buy |
133,596
+7,027
| +6% | +$644K | 0.04% | 326 |
|
|
2017
Q2 | $10.5M | Buy |
126,569
+112,275
| +785% | +$9.28M | 0.04% | 350 |
|
|
2017
Q1 | $1.12M | Buy |
14,294
+3,728
| +35% | +$292K | 0.01% | 1187 |
|
|
2016
Q4 | $917K | Sell |
10,566
-9,684
| -48% | -$840K | 0.01% | 1273 |
|
|
2016
Q3 | $1.62M | Buy |
20,250
+9,282
| +85% | +$741K | 0.02% | 878 |
|
|
2016
Q2 | $838K | Sell |
10,968
-199,000
| -95% | -$15.2M | 0.01% | 1292 |
|
|
2016
Q1 | $17.8M | Buy |
209,968
+7,787
| +4% | +$660K | 0.05% | 296 |
|
|
2015
Q4 | $16.4M | Buy |
202,181
+105,990
| +110% | +$8.59M | 0.05% | 320 |
|
|
2015
Q3 | $7.87M | Buy |
96,191
+1,935
| +2% | +$158K | 0.04% | 333 |
|
|
2015
Q2 | $7.69M | Sell |
94,256
-3,416
| -3% | -$279K | 0.04% | 381 |
|
|
2015
Q1 | $7.81M | Buy |
97,672
+3,864
| +4% | +$309K | 0.04% | 364 |
|
|
2014
Q4 | $6.73M | Buy |
93,808
+5,644
| +6% | +$405K | 0.04% | 386 |
|
|
2014
Q3 | $7.02M | Sell |
88,164
-4,781
| -5% | -$381K | 0.04% | 353 |
|
|
2014
Q2 | $7.48M | Sell |
92,945
-173
| -0.2% | -$13.9K | 0.04% | 347 |
|
|
2014
Q1 | $7.18M | Sell |
93,118
-2,399
| -3% | -$185K | 0.04% | 344 |
|
|
2013
Q4 | $7.37M | Buy |
95,517
+3,079
| +3% | +$237K | 0.05% | 335 |
|
|
2013
Q3 | $5.59M | Buy |
92,438
+5,208
| +6% | +$315K | 0.04% | 381 |
|
|
2013
Q2 | $5.14M | Buy |
+87,230
| New | +$5.14M | 0.04% | 371 |
|