PFG 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 | $334K | Sell |
2,802
-160
| -5% | -$19.1K | 0.02% | 499 |
|
|
2025
Q1 | $366K | Buy |
2,962
+586
| +25% | +$72.4K | 0.02% | 547 |
|
|
2024
Q4 | $271K | Sell |
2,376
-423
| -15% | -$48.2K | 0.02% | 609 |
|
|
2024
Q3 | $368K | Sell |
2,799
-682
| -20% | -$89.7K | 0.02% | 537 |
|
|
2024
Q2 | $491K | Sell |
3,481
-297
| -8% | -$41.9K | 0.03% | 426 |
|
|
2024
Q1 | $617K | Buy |
3,778
+177
| +5% | +$28.9K | 0.05% | 356 |
|
|
2023
Q4 | $479K | Sell |
3,601
-292
| -8% | -$38.9K | 0.04% | 368 |
|
|
2023
Q3 | $468K | Sell |
3,893
-888
| -19% | -$107K | 0.04% | 362 |
|
|
2023
Q2 | $456K | Sell |
4,781
-408
| -8% | -$38.9K | 0.03% | 412 |
|
|
2023
Q1 | $526K | Sell |
5,189
-38
| -0.7% | -$3.85K | 0.04% | 374 |
|
|
2022
Q4 | $544K | Sell |
5,227
-16
| -0.3% | -$1.67K | 0.05% | 340 |
|
|
2022
Q3 | $423K | Buy |
5,243
+1,560
| +42% | +$126K | 0.05% | 349 |
|
|
2022
Q2 | $302K | Buy |
3,683
+268
| +8% | +$22K | 0.03% | 316 |
|
|
2022
Q1 | $295K | Sell |
3,415
-755
| -18% | -$65.2K | 0.03% | 340 |
|
|
2021
Q4 | $302K | Buy |
+4,170
| New | +$302K | 0.03% | 443 |
|
|
2021
Q3 | – | Sell |
-2,898
| Closed | -$249K | – | 514 |
|
|
2021
Q2 | $249K | Hold |
2,898
| – | – | 0.03% | 433 |
|
|
2021
Q1 | $236K | Buy |
+2,898
| New | +$236K | 0.03% | 409 |
|