Miller Wealth 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 | $83.8K | Buy |
702
+5
| +0.7% | +$597 | 0.04% | 26 |
|
|
2025
Q1 | $86.1K | Buy |
697
+5
| +0.7% | +$617 | 0.05% | 24 |
|
|
2024
Q4 | $78.9K | Buy |
692
+4
| +0.6% | +$456 | 0.04% | 25 |
|
|
2024
Q3 | $91.7K | Buy |
688
+4
| +0.6% | +$533 | 0.05% | 21 |
|
|
2024
Q2 | $96.5K | Buy |
684
+4
| +0.6% | +$565 | 0.05% | 22 |
|
|
2024
Q1 | $111K | Buy |
680
+3
| +0.4% | +$490 | 0.07% | 21 |
|
|
2023
Q4 | $90.1K | Buy |
677
+4
| +0.6% | +$532 | 0.06% | 23 |
|
|
2023
Q3 | $80.8K | Buy |
673
+4
| +0.6% | +$480 | 0.06% | 22 |
|
|
2023
Q2 | $63.8K | Buy |
669
+620
| +1,265% | +$59.1K | 0.04% | 22 |
|
|
2023
Q1 | $5K | Sell |
49
-1,057
| -96% | -$108K | 0.02% | 52 |
|
|
2022
Q4 | $105K | Buy |
1,106
+456
| +70% | +$43.3K | 0.07% | 23 |
|
|
2022
Q3 | $53K | Hold |
650
| – | – | 0.04% | 39 |
|
|
2022
Q2 | $53K | Buy |
650
+4
| +0.6% | +$326 | 0.04% | 26 |
|
|
2022
Q1 | $56K | Buy |
646
+5
| +0.8% | +$433 | 0.04% | 25 |
|
|
2021
Q4 | $46K | Buy |
+641
| New | +$46K | 0.03% | 28 |
|