M
MOTCO’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $116K | Buy |
938
+189
| +25% | +$23.4K | 0.01% | 240 |
|
|
2025
Q1 | $92.5K | Buy |
749
+23
| +3% | +$2.84K | 0.01% | 242 |
|
|
2024
Q4 | $82.7K | Hold |
726
| – | – | 0.01% | 246 |
|
|
2024
Q3 | $95.4K | Hold |
726
| – | – | 0.01% | 266 |
|
|
2024
Q2 | $102K | Hold |
726
| – | – | 0.01% | 334 |
|
|
2024
Q1 | $119K | Sell |
726
-108
| -13% | -$17.6K | 0.01% | 317 |
|
|
2023
Q4 | $111K | Hold |
834
| – | – | 0.01% | 291 |
|
|
2023
Q3 | $100K | Sell |
834
-19
| -2% | -$2.28K | 0.01% | 291 |
|
|
2023
Q2 | $81.4K | Sell |
853
-48
| -5% | -$4.58K | 0.01% | 304 |
|
|
2023
Q1 | $91.3K | Sell |
901
-500
| -36% | -$50.7K | 0.01% | 277 |
|
|
2022
Q4 | $146K | Sell |
1,401
-33
| -2% | -$3.44K | 0.01% | 249 |
|
|
2022
Q3 | $116K | Sell |
1,434
-255
| -15% | -$20.6K | 0.01% | 270 |
|
|
2022
Q2 | $138K | Hold |
1,689
| – | – | 0.01% | 261 |
|
|
2022
Q1 | $146K | Sell |
1,689
-752
| -31% | -$65K | 0.01% | 265 |
|
|
2021
Q4 | $177K | Sell |
2,441
-58,038
| -96% | -$4.21M | 0.01% | 243 |
|
|
2021
Q3 | $4.24M | Sell |
60,479
-23,660
| -28% | -$1.66M | 0.28% | 119 |
|
|
2021
Q2 | $7.22M | Sell |
84,139
-150
| -0.2% | -$12.9K | 0.47% | 81 |
|
|
2021
Q1 | $6.87M | Sell |
84,289
-731
| -0.9% | -$59.6K | 0.49% | 72 |
|
|
2020
Q4 | $5.95M | Sell |
85,020
-806
| -0.9% | -$56.4K | 0.44% | 83 |
|
|
2020
Q3 | $4.45M | Buy |
85,826
+84,638
| +7,124% | +$4.39M | 0.36% | 101 |
|
|
2020
Q2 | $85K | Sell |
1,188
-29
| -2% | -$2.08K | 0.01% | 273 |
|
|
2020
Q1 | $65K | Buy |
1,217
+42
| +4% | +$2.24K | 0.01% | 283 |
|
|
2019
Q4 | $131K | Buy |
1,175
+29
| +3% | +$3.23K | 0.01% | 247 |
|
|
2019
Q3 | $117K | Sell |
1,146
-214
| -16% | -$21.8K | 0.01% | 259 |
|
|
2019
Q2 | $127K | Sell |
1,360
-169
| -11% | -$15.8K | 0.01% | 265 |
|
|
2019
Q1 | $146K | Hold |
1,529
| – | – | 0.01% | 238 |
|
|
2018
Q4 | $132K | Sell |
1,529
-101
| -6% | -$8.72K | 0.01% | 239 |
|
|
2018
Q3 | $184K | Buy |
1,630
+101
| +7% | +$11.4K | 0.02% | 219 |
|
|
2018
Q2 | $172K | Buy |
1,529
+500
| +49% | +$56.2K | 0.02% | 211 |
|
|
2018
Q1 | $99K | Buy |
1,029
+770
| +297% | +$74.1K | 0.01% | 257 |
|
|
2017
Q4 | $26K | Hold |
259
| – | – | ﹤0.01% | 373 |
|
|
2017
Q3 | $24K | Sell |
259
-1,050
| -80% | -$97.3K | ﹤0.01% | 391 |
|
|
2017
Q2 | $108K | Buy |
1,309
+50
| +4% | +$4.13K | 0.01% | 243 |
|
|
2017
Q1 | $100K | Sell |
1,259
-20
| -2% | -$1.59K | 0.01% | 233 |
|
|
2016
Q4 | $111K | Hold |
1,279
| – | – | 0.01% | 223 |
|
|
2016
Q3 | $103K | Hold |
1,279
| – | – | 0.01% | 231 |
|
|
2016
Q2 | $101K | Hold |
1,279
| – | – | 0.01% | 225 |
|
|
2016
Q1 | $111K | Sell |
1,279
-22
| -2% | -$1.91K | 0.01% | 216 |
|
|
2015
Q4 | $106K | Sell |
1,301
-1,399
| -52% | -$114K | 0.01% | 209 |
|
|
2015
Q3 | $207K | Buy |
2,700
+1,370
| +103% | +$105K | 0.03% | 178 |
|
|
2015
Q2 | $107K | Sell |
1,330
-33
| -2% | -$2.66K | 0.01% | 220 |
|
|
2015
Q1 | $107K | Sell |
1,363
-558
| -29% | -$43.8K | 0.01% | 225 |
|
|
2014
Q4 | $138K | Hold |
1,921
| – | – | 0.01% | 218 |
|
|
2014
Q3 | $156K | Buy |
1,921
+154
| +9% | +$12.5K | 0.02% | 213 |
|
|
2014
Q2 | $142K | Hold |
1,767
| – | – | 0.02% | 213 |
|
|
2014
Q1 | $136K | Sell |
1,767
-32
| -2% | -$2.46K | 0.02% | 216 |
|
|
2013
Q4 | $139K | Buy |
1,799
+100
| +6% | +$7.73K | 0.02% | 214 |
|
|
2013
Q3 | $98K | Hold |
1,699
| – | – | 0.01% | 239 |
|
|
2013
Q2 | $100K | Buy |
+1,699
| New | +$100K | 0.01% | 245 |
|