Mount Yale Investment 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 | $269K | Sell |
2,255
-59
| -3% | -$7.04K | 0.02% | 489 |
|
|
2025
Q1 | $286K | Sell |
2,314
-1,738
| -43% | -$215K | 0.02% | 447 |
|
|
2024
Q4 | $462K | Sell |
4,052
-699
| -15% | -$79.6K | 0.04% | 355 |
|
|
2024
Q3 | $625K | Sell |
4,751
-1,833
| -28% | -$241K | 0.06% | 294 |
|
|
2024
Q2 | $929K | Sell |
6,584
-13
| -0.2% | -$1.84K | 0.07% | 221 |
|
|
2024
Q1 | $1.08M | Buy |
6,597
+866
| +15% | +$141K | 0.08% | 207 |
|
|
2023
Q4 | $763K | Buy |
5,731
+3,145
| +122% | +$419K | 0.07% | 244 |
|
|
2023
Q3 | $311K | Sell |
2,586
-66,223
| -96% | -$7.96M | 0.03% | 388 |
|
|
2023
Q2 | $6.56M | Sell |
68,809
-2,054
| -3% | -$196K | 0.7% | 25 |
|
|
2023
Q1 | $7.18M | Buy |
70,863
+1,033
| +1% | +$105K | 0.81% | 13 |
|
|
2022
Q4 | $7.27M | Sell |
69,830
-8,500
| -11% | -$885K | 0.82% | 16 |
|
|
2022
Q3 | $6.32M | Buy |
78,330
+2,554
| +3% | +$206K | 0.84% | 14 |
|
|
2022
Q2 | $6.21M | Sell |
75,776
-8,636
| -10% | -$708K | 0.78% | 20 |
|
|
2022
Q1 | $7.29M | Buy |
84,412
+11,428
| +16% | +$987K | 0.79% | 19 |
|
|
2021
Q4 | $5.29M | Buy |
+72,984
| New | +$5.29M | 0.55% | 42 |
|
|
2021
Q2 | – | Sell |
-3,648
| Closed | -$297K | – | 445 |
|
|
2021
Q1 | $297K | Sell |
3,648
-1,330
| -27% | -$108K | 0.04% | 313 |
|
|
2020
Q4 | $348K | Sell |
4,978
-3,224
| -39% | -$225K | 0.05% | 284 |
|
|
2020
Q3 | $425K | Sell |
8,202
-13,956
| -63% | -$723K | 0.06% | 252 |
|
|
2020
Q2 | $1.59M | Sell |
22,158
-2,233
| -9% | -$161K | 0.29% | 85 |
|
|
2020
Q1 | $1.31M | Buy |
24,391
+3,501
| +17% | +$188K | 0.3% | 90 |
|
|
2019
Q4 | $1.91M | Sell |
20,890
-1,047
| -5% | -$95.7K | 0.33% | 76 |
|
|
2019
Q3 | $2.59M | Sell |
21,937
-967
| -4% | -$114K | 0.46% | 52 |
|
|
2019
Q2 | $2.23M | Buy |
22,904
+670
| +3% | +$65.2K | 0.41% | 59 |
|
|
2019
Q1 | $2.12M | Sell |
22,234
-1
| -0% | -$95 | 0.4% | 62 |
|
|
2018
Q4 | $2.1M | Buy |
22,235
+5,935
| +36% | +$559K | 0.43% | 58 |
|
|
2018
Q3 | $1.68M | Sell |
16,300
-545
| -3% | -$56.2K | 0.29% | 78 |
|
|
2018
Q2 | $1.89M | Sell |
16,845
-68
| -0.4% | -$7.64K | 0.36% | 68 |
|
|
2018
Q1 | $1.62M | Buy |
+16,913
| New | +$1.62M | 0.35% | 75 |
|