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MONECO Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
8,437
+200
| +2% | +$23.9K | 0.09% | 190 |
|
|
2025
Q1 | $1.02M | Sell |
8,237
-28
| -0.3% | -$3.46K | 0.11% | 178 |
|
|
2024
Q4 | $942K | Buy |
8,265
+985
| +14% | +$112K | 0.1% | 187 |
|
|
2024
Q3 | $957K | Buy |
7,280
+768
| +12% | +$101K | 0.12% | 162 |
|
|
2024
Q2 | $919K | Buy |
6,512
+168
| +3% | +$23.7K | 0.14% | 155 |
|
|
2024
Q1 | $1.04M | Buy |
6,344
+277
| +5% | +$45.2K | 0.16% | 148 |
|
|
2023
Q4 | $808K | Buy |
6,067
+393
| +7% | +$52.3K | 0.15% | 159 |
|
|
2023
Q3 | $682K | Buy |
5,674
+57
| +1% | +$6.85K | 0.19% | 136 |
|
|
2023
Q2 | $536K | Buy |
5,617
+811
| +17% | +$77.3K | 0.15% | 165 |
|
|
2023
Q1 | $487K | Buy |
4,806
+2,224
| +86% | +$225K | 0.14% | 166 |
|
|
2022
Q4 | $269K | Sell |
2,582
-696
| -21% | -$72.4K | 0.1% | 208 |
|
|
2022
Q3 | $265K | Buy |
3,278
+707
| +27% | +$57.2K | 0.11% | 192 |
|
|
2022
Q2 | $211K | Buy |
+2,571
| New | +$211K | 0.08% | 227 |
|