Mutual 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 | $2.16M | Buy |
17,258
+794
| +5% | +$99.2K | 0.05% | 302 |
|
|
2025
Q1 | $1.71M | Sell |
16,464
-388
| -2% | -$40.3K | 0.05% | 322 |
|
|
2024
Q4 | $2.02M | Buy |
16,852
+2,301
| +16% | +$275K | 0.06% | 280 |
|
|
2024
Q3 | $1.87M | Buy |
14,551
+5,663
| +64% | +$728K | 0.05% | 294 |
|
|
2024
Q2 | $1.25M | Buy |
8,888
+339
| +4% | +$47.6K | 0.04% | 413 |
|
|
2024
Q1 | $1.4M | Buy |
8,549
+508
| +6% | +$83K | 0.04% | 367 |
|
|
2023
Q4 | $1.07M | Sell |
8,041
-384
| -5% | -$51.1K | 0.04% | 437 |
|
|
2023
Q3 | $1.01M | Buy |
8,425
+234
| +3% | +$28.1K | 0.04% | 420 |
|
|
2023
Q2 | $781K | Sell |
8,191
-911
| -10% | -$86.9K | 0.03% | 507 |
|
|
2023
Q1 | $923K | Buy |
9,102
+406
| +5% | +$41.2K | 0.04% | 447 |
|
|
2022
Q4 | $905K | Sell |
8,696
-252
| -3% | -$26.2K | 0.04% | 434 |
|
|
2022
Q3 | $722K | Buy |
8,948
+1,552
| +21% | +$125K | 0.04% | 458 |
|
|
2022
Q2 | $606K | Sell |
7,396
-816
| -10% | -$66.9K | 0.04% | 476 |
|
|
2022
Q1 | $709K | Buy |
8,212
+4,683
| +133% | +$404K | 0.04% | 475 |
|
|
2021
Q4 | $256K | Buy |
3,529
+111
| +3% | +$8.05K | 0.01% | 779 |
|
|
2021
Q3 | $239K | Sell |
3,418
-1,154
| -25% | -$80.7K | 0.01% | 774 |
|
|
2021
Q2 | $392K | Sell |
4,572
-444
| -9% | -$38.1K | 0.02% | 598 |
|
|
2021
Q1 | $409K | Buy |
5,016
+2,130
| +74% | +$174K | 0.03% | 544 |
|
|
2020
Q4 | $202K | Buy |
+2,886
| New | +$202K | 0.02% | 702 |
|
|
2020
Q3 | – | Sell |
-3,966
| Closed | -$285K | – | 694 |
|
|
2020
Q2 | $285K | Buy |
+3,966
| New | +$285K | 0.03% | 519 |
|
|
2020
Q1 | – | Sell |
-3,592
| Closed | -$400K | – | 626 |
|
|
2019
Q4 | $400K | Sell |
3,592
-296
| -8% | -$33K | 0.04% | 399 |
|
|
2019
Q3 | $398K | Sell |
3,888
-1,301
| -25% | -$133K | 0.05% | 356 |
|
|
2019
Q2 | $485K | Buy |
5,189
+2,786
| +116% | +$260K | 0.06% | 336 |
|
|
2019
Q1 | $229K | Buy |
+2,403
| New | +$229K | 0.03% | 420 |
|
|
2018
Q4 | – | Sell |
-3,054
| Closed | -$344K | – | 478 |
|
|
2018
Q3 | $344K | Buy |
3,054
+739
| +32% | +$83.2K | 0.05% | 336 |
|
|
2018
Q2 | $260K | Buy |
+2,315
| New | +$260K | 0.06% | 358 |
|