Mission Wealth Management’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 | $718K | Sell |
6,022
-333
| -5% | -$39.7K | 0.02% | 375 |
|
|
2025
Q1 | $785K | Buy |
6,355
+743
| +13% | +$91.7K | 0.02% | 332 |
|
|
2024
Q4 | $639K | Sell |
5,612
-250
| -4% | -$28.5K | 0.01% | 356 |
|
|
2024
Q3 | $771K | Buy |
5,862
+773
| +15% | +$102K | 0.02% | 330 |
|
|
2024
Q2 | $718K | Buy |
5,089
+23
| +0.5% | +$3.25K | 0.02% | 319 |
|
|
2024
Q1 | $827K | Buy |
5,066
+187
| +4% | +$30.5K | 0.02% | 314 |
|
|
2023
Q4 | $650K | Sell |
4,879
-824
| -14% | -$110K | 0.02% | 308 |
|
|
2023
Q3 | $685K | Buy |
5,703
+51
| +0.9% | +$6.13K | 0.03% | 276 |
|
|
2023
Q2 | $539K | Buy |
5,652
+172
| +3% | +$16.4K | 0.02% | 319 |
|
|
2023
Q1 | $556K | Buy |
5,480
+118
| +2% | +$12K | 0.02% | 299 |
|
|
2022
Q4 | $558K | Sell |
5,362
-1,567
| -23% | -$163K | 0.03% | 285 |
|
|
2022
Q3 | $559K | Buy |
6,929
+788
| +13% | +$63.6K | 0.03% | 269 |
|
|
2022
Q2 | $504K | Buy |
6,141
+709
| +13% | +$58.2K | 0.03% | 284 |
|
|
2022
Q1 | $470K | Sell |
5,432
-263
| -5% | -$22.8K | 0.02% | 307 |
|
|
2021
Q4 | $413K | Buy |
5,695
+167
| +3% | +$12.1K | 0.02% | 341 |
|
|
2021
Q3 | $387K | Buy |
5,528
+364
| +7% | +$25.5K | 0.02% | 335 |
|
|
2021
Q2 | $443K | Buy |
5,164
+885
| +21% | +$75.9K | 0.02% | 299 |
|
|
2021
Q1 | $349K | Sell |
4,279
-363
| -8% | -$29.6K | 0.02% | 330 |
|
|
2020
Q4 | $325K | Sell |
4,642
-136
| -3% | -$9.52K | 0.02% | 327 |
|
|
2020
Q3 | $248K | Buy |
4,778
+207
| +5% | +$10.7K | 0.02% | 308 |
|
|
2020
Q2 | $329K | Sell |
4,571
-12
| -0.3% | -$864 | 0.03% | 232 |
|
|
2020
Q1 | $246K | Sell |
4,583
-509
| -10% | -$27.3K | 0.03% | 249 |
|
|
2019
Q4 | $567K | Buy |
5,092
+1,470
| +41% | +$164K | 0.05% | 170 |
|
|
2019
Q3 | $371K | Buy |
3,622
+6
| +0.2% | +$615 | 0.04% | 195 |
|
|
2019
Q2 | $338K | Sell |
3,616
-344
| -9% | -$32.2K | 0.04% | 221 |
|
|
2019
Q1 | $377K | Sell |
3,960
-48
| -1% | -$4.57K | 0.04% | 197 |
|
|
2018
Q4 | $345K | Buy |
4,008
+138
| +4% | +$11.9K | 0.05% | 181 |
|
|
2018
Q3 | $436K | Sell |
3,870
-17
| -0.4% | -$1.92K | 0.06% | 168 |
|
|
2018
Q2 | $437K | Buy |
3,887
+913
| +31% | +$103K | 0.06% | 152 |
|
|
2018
Q1 | $285K | Buy |
2,974
+67
| +2% | +$6.42K | 0.05% | 171 |
|
|
2017
Q4 | $294K | Buy |
+2,907
| New | +$294K | 0.05% | 156 |
|
|
2017
Q2 | – | Sell |
-2,801
| Closed | -$222K | – | 199 |
|
|
2017
Q1 | $222K | Buy |
2,801
+125
| +5% | +$9.91K | 0.04% | 166 |
|
|
2016
Q4 | $231K | Buy |
+2,676
| New | +$231K | 0.05% | 153 |
|
|
2016
Q2 | – | Sell |
-2,776
| Closed | -$240K | – | 172 |
|
|
2016
Q1 | $240K | Buy |
+2,776
| New | +$240K | 0.06% | 126 |
|