NewEdge 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 | $13.9M | Buy |
116,121
+34,596
| +42% | +$4.13M | 0.07% | 279 |
|
|
2025
Q1 | $10.1M | Buy |
81,525
+2,661
| +3% | +$329K | 0.06% | 321 |
|
|
2024
Q4 | $8.98M | Sell |
78,864
-5,333
| -6% | -$608K | 0.05% | 336 |
|
|
2024
Q3 | $11.1M | Sell |
84,197
-23,067
| -22% | -$3.03M | 0.07% | 267 |
|
|
2024
Q2 | $15.1M | Buy |
107,264
+22,382
| +26% | +$3.16M | 0.11% | 185 |
|
|
2024
Q1 | $13.9M | Sell |
84,882
-5,500
| -6% | -$898K | 0.12% | 177 |
|
|
2023
Q4 | $11.9M | Buy |
90,382
+8,706
| +11% | +$1.15M | 0.11% | 185 |
|
|
2023
Q3 | $9.81M | Buy |
81,676
+242
| +0.3% | +$29.1K | 0.11% | 189 |
|
|
2023
Q2 | $7.77M | Buy |
81,434
+6,037
| +8% | +$576K | 0.09% | 231 |
|
|
2023
Q1 | $7.61M | Buy |
75,397
+4,609
| +7% | +$465K | 0.1% | 222 |
|
|
2022
Q4 | $3.69M | Buy |
70,788
+25,449
| +56% | +$1.33M | 0.1% | 222 |
|
|
2022
Q3 | $3.66M | Sell |
45,339
-6,756
| -13% | -$545K | 0.06% | 293 |
|
|
2022
Q2 | $4.27M | Buy |
52,095
+6,481
| +14% | +$531K | 0.07% | 267 |
|
|
2022
Q1 | $3.94M | Buy |
45,614
+4,048
| +10% | +$350K | 0.06% | 278 |
|
|
2021
Q4 | $3.01M | Buy |
41,566
+29,931
| +257% | +$2.17M | 0.05% | 343 |
|
|
2021
Q3 | $815K | Sell |
11,635
-1,541
| -12% | -$108K | 0.02% | 593 |
|
|
2021
Q2 | $1.13M | Buy |
13,176
+1,021
| +8% | +$87.6K | 0.03% | 465 |
|
|
2021
Q1 | $991K | Sell |
12,155
-2,065
| -15% | -$168K | 0.03% | 459 |
|
|
2020
Q4 | $995K | Sell |
14,220
-2,126
| -13% | -$149K | 0.03% | 419 |
|
|
2020
Q3 | $847K | Sell |
16,346
-7,615
| -32% | -$395K | 0.03% | 427 |
|
|
2020
Q2 | $1.72M | Sell |
23,961
-1,049
| -4% | -$75.4K | 0.07% | 248 |
|
|
2020
Q1 | $1.34M | Sell |
25,010
-2,004
| -7% | -$108K | 0.06% | 256 |
|
|
2019
Q4 | $3.01M | Buy |
27,014
+655
| +2% | +$73K | 0.12% | 180 |
|
|
2019
Q3 | $2.72M | Buy |
26,359
+1,871
| +8% | +$193K | 0.12% | 171 |
|
|
2019
Q2 | $2.29M | Buy |
24,488
+1,137
| +5% | +$106K | 0.14% | 156 |
|
|
2019
Q1 | $2.22M | Sell |
23,351
-1,879
| -7% | -$179K | 0.14% | 158 |
|
|
2018
Q4 | $2.17K | Buy |
25,230
+526
| +2% | +$45 | 0.14% | 148 |
|
|
2018
Q3 | $2.79M | Buy |
24,704
+3,037
| +14% | +$342K | 0.21% | 111 |
|
|
2018
Q2 | $2.4K | Buy |
21,667
+2,580
| +14% | +$285 | 0.22% | 108 |
|
|
2018
Q1 | $1.81M | Buy |
19,087
+1,019
| +6% | +$96.7K | 0.21% | 106 |
|
|
2017
Q4 | $1.84M | Sell |
18,068
-1,027
| -5% | -$105K | 0.25% | 90 |
|
|
2017
Q3 | $1.78M | Sell |
19,095
-3,206
| -14% | -$299K | 0.28% | 88 |
|
|
2017
Q2 | $1.84M | Buy |
22,301
+3,382
| +18% | +$279K | 0.32% | 75 |
|
|
2017
Q1 | $1.47M | Buy |
18,919
+6,489
| +52% | +$503K | 0.33% | 77 |
|
|
2016
Q4 | $1.05M | Buy |
12,430
+3,779
| +44% | +$320K | 0.29% | 78 |
|
|
2016
Q3 | $696K | Buy |
8,651
+2,622
| +43% | +$211K | 0.22% | 94 |
|
|
2016
Q2 | $478K | Buy |
+6,029
| New | +$478K | 0.2% | 94 |
|