Nicolet Advisory Services’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 | $860K | Sell |
7,192
-108
| -1% | -$12.9K | 0.07% | 141 |
|
|
2025
Q1 | $708K | Sell |
7,300
-207
| -3% | -$20.1K | 0.07% | 155 |
|
|
2024
Q4 | $855K | Buy |
7,507
+218
| +3% | +$24.8K | 0.08% | 134 |
|
|
2024
Q3 | $1.01M | Sell |
7,289
-113
| -2% | -$15.7K | 0.1% | 114 |
|
|
2024
Q2 | $992K | Buy |
7,402
+8
| +0.1% | +$1.07K | 0.1% | 109 |
|
|
2024
Q1 | $1.22M | Sell |
7,394
-354
| -5% | -$58.6K | 0.12% | 84 |
|
|
2023
Q4 | $1.05M | Buy |
7,748
+234
| +3% | +$31.6K | 0.11% | 90 |
|
|
2023
Q3 | $830K | Buy |
7,514
+415
| +6% | +$45.9K | 0.09% | 114 |
|
|
2023
Q2 | $677K | Buy |
7,099
+1,088
| +18% | +$104K | 0.07% | 126 |
|
|
2023
Q1 | $618K | Buy |
6,011
+1,846
| +44% | +$190K | 0.07% | 129 |
|
|
2022
Q4 | $422K | Buy |
+4,165
| New | +$422K | 0.06% | 145 |
|