McIlrath & Eck’s Phillips 66 PSX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$117K	Buy	984 +1	+0.1%	+$119	0.01%	182
2025 Q1	$121K	Sell	983 -211	-18%	-$26.1K	0.01%	176
2024 Q4	$136K	Buy	1,194 +28	+2%	+$3.19K	0.02%	151
2024 Q3	$153K	Buy	1,166 +2	+0.2%	+$263	0.02%	145
2024 Q2	$164K	Buy	1,164 +67	+6%	+$9.46K	0.02%	129
2024 Q1	$179K	Buy	1,097 +1	+0.1%	+$163	0.03%	123
2023 Q4	$146K	Buy	1,096 +58	+6%	+$7.72K	0.03%	131
2023 Q3	$125K	Buy	1,038 +115	+12%	+$13.8K	0.03%	146
2023 Q2	$88K	Buy	923 +1	+0.1%	+$95	0.02%	177
2023 Q1	$93.5K	Hold	922	–	–	0.02%	159
2022 Q4	$95.9K	Buy	922 +1	+0.1%	+$104	0.02%	155
2022 Q3	$74K	Hold	921	–	–	0.02%	188
2022 Q2	$76K	Hold	921	–	–	0.02%	172
2022 Q1	$80K	Buy	921 +1	+0.1%	+$87	0.02%	181
2021 Q4	$67K	Hold	920	–	–	0.02%	205
2021 Q3	$64K	Buy	920 +1	+0.1%	+$70	0.02%	204
2021 Q2	$79K	Hold	919	–	–	0.02%	184
2021 Q1	$75K	Buy	919 +1	+0.1%	+$82	0.03%	149
2020 Q4	$64K	Sell	918 -48	-5%	-$3.35K	0.02%	146
2020 Q3	$50K	Hold	966	–	–	0.02%	149
2020 Q2	$69K	Sell	966 -19	-2%	-$1.36K	0.03%	104
2020 Q1	$53K	Hold	985	–	–	0.03%	114
2019 Q4	$110K	Buy	985 +284	+41%	+$31.7K	0.05%	73
2019 Q3	$72K	Buy	701 +51	+8%	+$5.24K	0.04%	100
2019 Q2	$62K	Hold	650	–	–	0.03%	116
2019 Q1	$62K	Buy	650 +51	+9%	+$4.87K	0.03%	116
2018 Q4	$52K	Sell	599 -199	-25%	-$17.3K	0.03%	119
2018 Q3	$90K	Buy	798 +67	+9%	+$7.56K	0.05%	89
2018 Q2	$82K	Hold	731	–	–	0.05%	86
2018 Q1	$70K	Sell	731 -57	-7%	-$5.46K	0.04%	106
2017 Q4	$80K	Buy	+788	New	+$80K	0.05%	102