OneDigital 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 | $3.38M | Sell |
28,293
-342
| -1% | -$40.8K | 0.04% | 305 |
|
|
2025
Q1 | $3.54M | Sell |
28,635
-117
| -0.4% | -$14.4K | 0.04% | 289 |
|
|
2024
Q4 | $3.28M | Sell |
28,752
-2,074
| -7% | -$236K | 0.04% | 317 |
|
|
2024
Q3 | $4.05M | Sell |
30,826
-2,593
| -8% | -$341K | 0.05% | 280 |
|
|
2024
Q2 | $4.72M | Buy |
33,419
+4,449
| +15% | +$628K | 0.06% | 244 |
|
|
2024
Q1 | $4.73M | Buy |
28,970
+723
| +3% | +$118K | 0.07% | 209 |
|
|
2023
Q4 | $3.76M | Sell |
28,247
-1,081
| -4% | -$144K | 0.07% | 218 |
|
|
2023
Q3 | $3.52M | Buy |
29,328
+1,099
| +4% | +$132K | 0.08% | 191 |
|
|
2023
Q2 | $2.69M | Sell |
28,229
-41
| -0.1% | -$3.91K | 0.06% | 223 |
|
|
2023
Q1 | $2.87M | Buy |
28,270
+14
| +0% | +$1.42K | 0.07% | 217 |
|
|
2022
Q4 | $2.94M | Sell |
28,256
-191
| -0.7% | -$19.9K | 0.09% | 193 |
|
|
2022
Q3 | $2.3M | Buy |
28,447
+550
| +2% | +$44.4K | 0.09% | 171 |
|
|
2022
Q2 | $2.29M | Sell |
27,897
-218
| -0.8% | -$17.9K | 0.1% | 141 |
|
|
2022
Q1 | $2.43M | Sell |
28,115
-228
| -0.8% | -$19.7K | 0.09% | 148 |
|
|
2021
Q4 | $2.05M | Sell |
28,343
-183
| -0.6% | -$13.3K | 0.07% | 159 |
|
|
2021
Q3 | $2M | Sell |
28,526
-347
| -1% | -$24.3K | 0.08% | 162 |
|
|
2021
Q2 | $2.48M | Buy |
28,873
+15
| +0.1% | +$1.29K | 0.1% | 132 |
|
|
2021
Q1 | $2.35M | Sell |
28,858
-315
| -1% | -$25.7K | 0.11% | 131 |
|
|
2020
Q4 | $2.04M | Sell |
29,173
-119
| -0.4% | -$8.32K | 0.11% | 138 |
|
|
2020
Q3 | $1.52M | Sell |
29,292
-963
| -3% | -$49.9K | 0.1% | 156 |
|
|
2020
Q2 | $2.18M | Buy |
30,255
+122
| +0.4% | +$8.77K | 0.16% | 124 |
|
|
2020
Q1 | $1.62M | Buy |
30,133
+154
| +0.5% | +$8.26K | 0.14% | 142 |
|
|
2019
Q4 | $3.34M | Buy |
29,979
+1,884
| +7% | +$210K | 0.26% | 83 |
|
|
2019
Q3 | $2.88M | Sell |
28,095
-25,054
| -47% | -$2.57M | 0.26% | 88 |
|
|
2019
Q2 | $4.97M | Buy |
53,149
+24,915
| +88% | +$2.33M | 0.38% | 47 |
|
|
2019
Q1 | $2.69M | Buy |
28,234
+2,056
| +8% | +$196K | 0.39% | 59 |
|
|
2018
Q4 | $2.26M | Sell |
26,178
-1,221
| -4% | -$105K | 0.38% | 62 |
|
|
2018
Q3 | $3.09M | Sell |
27,399
-39
| -0.1% | -$4.4K | 0.72% | 26 |
|
|
2018
Q2 | $3.08M | Sell |
27,438
-815
| -3% | -$91.5K | 0.65% | 27 |
|
|
2018
Q1 | $2.71M | Sell |
28,253
-224
| -0.8% | -$21.5K | 0.6% | 36 |
|
|
2017
Q4 | $2.88M | Buy |
28,477
+3,129
| +12% | +$317K | 0.33% | 33 |
|
|
2017
Q3 | $2.32M | Sell |
25,348
-2,375
| -9% | -$218K | 0.85% | 20 |
|
|
2017
Q2 | $2.29M | Buy |
+27,723
| New | +$2.29M | 0.68% | 30 |
|