Optimum 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 | $124K | Buy |
1,038
+200
| +24% | +$23.9K | 0.05% | 227 |
|
|
2025
Q1 | $103K | Hold |
838
| – | – | 0.05% | 239 |
|
|
2024
Q4 | $95.5K | Hold |
838
| – | – | 0.04% | 257 |
|
|
2024
Q3 | $110K | Hold |
838
| – | – | 0.05% | 261 |
|
|
2024
Q2 | $118K | Hold |
838
| – | – | 0.05% | 242 |
|
|
2024
Q1 | $137K | Hold |
838
| – | – | 0.06% | 230 |
|
|
2023
Q4 | $112K | Hold |
838
| – | – | 0.06% | 246 |
|
|
2023
Q3 | $101K | Hold |
838
| – | – | 0.05% | 265 |
|
|
2023
Q2 | $79.9K | Hold |
838
| – | – | 0.04% | 313 |
|
|
2023
Q1 | $85K | Hold |
838
| – | – | 0.04% | 294 |
|
|
2022
Q4 | $87.2K | Hold |
838
| – | – | 0.05% | 287 |
|
|
2022
Q3 | $68K | Hold |
838
| – | – | 0.04% | 333 |
|
|
2022
Q2 | $69K | Hold |
838
| – | – | 0.03% | 345 |
|
|
2022
Q1 | $72K | Hold |
838
| – | – | 0.03% | 372 |
|
|
2021
Q4 | $61K | Sell |
838
-400
| -32% | -$29.1K | 0.02% | 427 |
|
|
2021
Q3 | $87K | Hold |
1,238
| – | – | 0.04% | 353 |
|
|
2021
Q2 | $106K | Hold |
1,238
| – | – | 0.03% | 368 |
|
|
2021
Q1 | $101K | Sell |
1,238
-975
| -44% | -$79.5K | 0.03% | 371 |
|
|
2020
Q4 | $155K | Hold |
2,213
| – | – | 0.05% | 289 |
|
|
2020
Q3 | $115K | Hold |
2,213
| – | – | 0.04% | 311 |
|
|
2020
Q2 | $159K | Hold |
2,213
| – | – | 0.06% | 261 |
|
|
2020
Q1 | $119K | Hold |
2,213
| – | – | 0.05% | 284 |
|
|
2019
Q4 | $247K | Hold |
2,213
| – | – | 0.07% | 240 |
|
|
2019
Q3 | $227K | Sell |
2,213
-135
| -6% | -$13.8K | 0.07% | 245 |
|
|
2019
Q2 | $220K | Sell |
2,348
-100
| -4% | -$9.37K | 0.07% | 253 |
|
|
2019
Q1 | $233K | Buy |
2,448
+625
| +34% | +$59.5K | 0.08% | 253 |
|
|
2018
Q4 | $157K | Hold |
1,823
| – | – | 0.05% | 294 |
|
|
2018
Q3 | $205K | Hold |
1,823
| – | – | 0.06% | 303 |
|
|
2018
Q2 | $205K | Hold |
1,823
| – | – | 0.06% | 296 |
|
|
2018
Q1 | $175K | Sell |
1,823
-249
| -12% | -$23.9K | 0.05% | 308 |
|
|
2017
Q4 | $210K | Buy |
+2,072
| New | +$210K | 0.07% | 290 |
|
|
2015
Q1 | $81K | Hold |
1,031
| – | – | 0.03% | 418 |
|
|
2014
Q4 | $74K | Buy |
1,031
+225
| +28% | +$16.1K | 0.02% | 421 |
|
|
2014
Q3 | $66K | Sell |
806
-60
| -7% | -$4.91K | 0.02% | 418 |
|
|
2014
Q2 | $70K | Sell |
866
-80
| -8% | -$6.47K | 0.02% | 415 |
|
|
2014
Q1 | $73K | Sell |
946
-112
| -11% | -$8.64K | 0.03% | 341 |
|
|
2013
Q4 | $82K | Buy |
1,058
+112
| +12% | +$8.68K | 0.03% | 321 |
|
|
2013
Q3 | $55K | Buy |
+946
| New | +$55K | 0.02% | 361 |
|