OA
Operose Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.3K | Buy |
346
+250
| +260% | +$29.8K | 0.01% | 240 |
|
|
2025
Q1 | $11.9K | Hold |
96
| – | – | ﹤0.01% | 308 |
|
|
2024
Q4 | $10.9K | Sell |
96
-80
| -45% | -$9.11K | ﹤0.01% | 299 |
|
|
2024
Q3 | $23.1K | Hold |
176
| – | – | 0.01% | 376 |
|
|
2024
Q2 | $24.8K | Hold |
176
| – | – | 0.01% | 326 |
|
|
2024
Q1 | $28.7K | Hold |
176
| – | – | 0.01% | 325 |
|
|
2023
Q4 | $23.4K | Hold |
176
| – | – | 0.01% | 337 |
|
|
2023
Q3 | $21.1K | Buy |
176
+80
| +83% | +$9.61K | 0.01% | 473 |
|
|
2023
Q2 | $9.16K | Hold |
96
| – | – | ﹤0.01% | 282 |
|
|
2023
Q1 | $9.73K | Hold |
96
| – | – | ﹤0.01% | 268 |
|
|
2022
Q4 | $9.99K | Hold |
96
| – | – | 0.01% | 279 |
|
|
2022
Q3 | $8K | Hold |
96
| – | – | 0.01% | 284 |
|
|
2022
Q2 | $8K | Hold |
96
| – | – | 0.01% | 252 |
|
|
2022
Q1 | $8K | Hold |
96
| – | – | 0.01% | 276 |
|
|
2021
Q4 | $7K | Buy |
+96
| New | +$7K | 0.01% | 270 |
|