Pinnacle Wealth Planning Services’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 | $564K | Sell |
4,729
-472
| -9% | -$56.3K | 0.07% | 174 |
|
|
2025
Q1 | $642K | Buy |
5,201
+44
| +0.9% | +$5.43K | 0.1% | 128 |
|
|
2024
Q4 | $588K | Sell |
5,157
-613
| -11% | -$69.8K | 0.09% | 138 |
|
|
2024
Q3 | $758K | Sell |
5,770
-6
| -0.1% | -$789 | 0.1% | 124 |
|
|
2024
Q2 | $815K | Sell |
5,776
-19
| -0.3% | -$2.68K | 0.12% | 112 |
|
|
2024
Q1 | $947K | Sell |
5,795
-22
| -0.4% | -$3.59K | 0.14% | 102 |
|
|
2023
Q4 | $774K | Sell |
5,817
-26
| -0.4% | -$3.46K | 0.12% | 115 |
|
|
2023
Q3 | $702K | Buy |
5,843
+2
| +0% | +$240 | 0.12% | 113 |
|
|
2023
Q2 | $557K | Sell |
5,841
-40
| -0.7% | -$3.82K | 0.09% | 149 |
|
|
2023
Q1 | $596K | Sell |
5,881
-2
| -0% | -$203 | 0.1% | 148 |
|
|
2022
Q4 | $612K | Buy |
5,883
+72
| +1% | +$7.49K | 0.11% | 130 |
|
|
2022
Q3 | $469K | Sell |
5,811
-18
| -0.3% | -$1.45K | 0.09% | 151 |
|
|
2022
Q2 | $478K | Buy |
5,829
+23
| +0.4% | +$1.89K | 0.09% | 165 |
|
|
2022
Q1 | $502K | Sell |
5,806
-3
| -0.1% | -$259 | 0.09% | 165 |
|
|
2021
Q4 | $421K | Buy |
5,809
+575
| +11% | +$41.7K | 0.08% | 190 |
|
|
2021
Q3 | $367K | Sell |
5,234
-2,800
| -35% | -$196K | 0.08% | 207 |
|
|
2021
Q2 | $690K | Buy |
8,034
+115
| +1% | +$9.88K | 0.16% | 95 |
|
|
2021
Q1 | $645K | Buy |
7,919
+31
| +0.4% | +$2.53K | 0.17% | 96 |
|
|
2020
Q4 | $551K | Sell |
7,888
-63
| -0.8% | -$4.4K | 0.13% | 103 |
|
|
2020
Q3 | $412K | Sell |
7,951
-228
| -3% | -$11.8K | 0.14% | 115 |
|
|
2020
Q2 | $588K | Buy |
8,179
+1,636
| +25% | +$118K | 0.19% | 91 |
|
|
2020
Q1 | $350K | Buy |
6,543
+3,563
| +120% | +$191K | 0.17% | 118 |
|
|
2019
Q4 | $332K | Buy |
2,980
+328
| +12% | +$36.5K | 0.16% | 137 |
|
|
2019
Q3 | $271K | Buy |
2,652
+288
| +12% | +$29.4K | 0.15% | 132 |
|
|
2019
Q2 | $221K | Buy |
2,364
+251
| +12% | +$23.5K | 0.13% | 148 |
|
|
2019
Q1 | $202K | Buy |
+2,113
| New | +$202K | 0.14% | 144 |
|
|
2018
Q4 | – | Sell |
-2,166
| Closed | -$244K | – | 182 |
|
|
2018
Q3 | $244K | Sell |
2,166
-5
| -0.2% | -$563 | 0.22% | 145 |
|
|
2018
Q2 | $243K | Buy |
+2,171
| New | +$243K | 0.24% | 141 |
|