Moser 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 | $2.09M | Buy |
17,541
+661
| +4% | +$78.9K | 1% | 23 |
|
|
2025
Q1 | $2.08M | Sell |
16,880
-340
| -2% | -$42K | 1.09% | 24 |
|
|
2024
Q4 | $1.96M | Sell |
17,220
-192
| -1% | -$21.9K | 1.02% | 24 |
|
|
2024
Q3 | $2.29M | Buy |
17,412
+358
| +2% | +$47.1K | 1.19% | 22 |
|
|
2024
Q2 | $2.41M | Buy |
17,054
+333
| +2% | +$47K | 1.31% | 20 |
|
|
2024
Q1 | $2.73M | Buy |
16,721
+8
| +0% | +$1.31K | 1.52% | 17 |
|
|
2023
Q4 | $2.23M | Buy |
16,713
+98
| +0.6% | +$13K | 1.42% | 19 |
|
|
2023
Q3 | $2M | Buy |
16,615
+9
| +0.1% | +$1.08K | 1.4% | 20 |
|
|
2023
Q2 | $1.58M | Buy |
+16,606
| New | +$1.58M | 1.07% | 24 |
|
|
2022
Q4 | $1.8M | Sell |
17,261
-187
| -1% | -$19.5K | 1.35% | 23 |
|
|
2022
Q3 | $1.41M | Buy |
17,448
+10
| +0.1% | +$807 | 1.1% | 23 |
|
|
2022
Q2 | $1.43M | Sell |
17,438
-91
| -0.5% | -$7.46K | 1.06% | 23 |
|
|
2022
Q1 | $1.51M | Sell |
17,529
-90
| -0.5% | -$7.77K | 0.95% | 25 |
|
|
2021
Q4 | $1.28M | Sell |
17,619
-389
| -2% | -$28.2K | 0.77% | 33 |
|
|
2021
Q3 | $1.26M | Buy |
18,008
+757
| +4% | +$53K | 0.81% | 29 |
|
|
2021
Q2 | $1.48M | Sell |
17,251
-343
| -2% | -$29.4K | 0.95% | 27 |
|
|
2021
Q1 | $1.44M | Buy |
17,594
+6
| +0% | +$489 | 1.01% | 25 |
|
|
2020
Q4 | $1.23M | Buy |
17,588
+9
| +0.1% | +$629 | 0.91% | 26 |
|
|
2020
Q3 | $911K | Buy |
17,579
+2,683
| +18% | +$139K | 0.72% | 31 |
|
|
2020
Q2 | $1.07M | Sell |
14,896
-68
| -0.5% | -$4.89K | 1.02% | 25 |
|
|
2020
Q1 | $803K | Buy |
14,964
+857
| +6% | +$46K | 0.93% | 27 |
|
|
2019
Q4 | $1.57M | Buy |
+14,107
| New | +$1.57M | 1.51% | 15 |
|