Pinnacle Family 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 | $202K | Sell |
1,692
-34
| -2% | -$4.06K | 0.1% | 121 |
|
|
2025
Q1 | $213K | Buy |
+1,726
| New | +$213K | 0.12% | 106 |
|
|
2024
Q4 | – | Sell |
-1,725
| Closed | -$227K | – | 122 |
|
|
2024
Q3 | $227K | Sell |
1,725
-74
| -4% | -$9.73K | 0.12% | 107 |
|
|
2024
Q2 | $254K | Buy |
1,799
+48
| +3% | +$6.78K | 0.14% | 97 |
|
|
2024
Q1 | $286K | Buy |
1,751
+11
| +0.6% | +$1.8K | 0.15% | 79 |
|
|
2023
Q4 | $232K | Sell |
1,740
-25
| -1% | -$3.33K | 0.14% | 87 |
|
|
2023
Q3 | $212K | Buy |
+1,765
| New | +$212K | 0.12% | 86 |
|
|
2023
Q2 | – | Sell |
-2,128
| Closed | -$216K | – | 115 |
|
|
2023
Q1 | $216K | Sell |
2,128
-169
| -7% | -$17.1K | 0.13% | 93 |
|
|
2022
Q4 | $239K | Buy |
+2,297
| New | +$239K | 0.17% | 83 |
|
|
2022
Q3 | – | Sell |
-2,472
| Closed | -$203K | – | 86 |
|
|
2022
Q2 | $203K | Buy |
+2,472
| New | +$203K | 0.17% | 85 |
|
|
2021
Q3 | – | Sell |
-2,402
| Closed | -$206K | – | 155 |
|
|
2021
Q2 | $206K | Buy |
+2,402
| New | +$206K | 0.09% | 128 |
|
|
2021
Q1 | – | Sell |
-3,627
| Closed | -$254K | – | 144 |
|
|
2020
Q4 | $254K | Buy |
+3,627
| New | +$254K | 0.16% | 103 |
|
|
2017
Q1 | – | Sell |
-3,225
| Closed | -$278K | – | 69 |
|
|
2016
Q4 | $278K | Buy |
+3,225
| New | +$278K | 0.17% | 57 |
|