Plante Moran Financial Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $86.5K | Hold |
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|
2025
Q2 | $75.9K | Sell |
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|
2025
Q1 | $79.5K | Hold |
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|
2024
Q4 | $73.4K | Hold |
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|
2024
Q3 | $84.7K | Hold |
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|
2024
Q2 | $90.9K | Sell |
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|
2024
Q1 | $107K | Sell |
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|
2023
Q4 | $90.9K | Buy |
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|
2023
Q3 | $77.4K | Sell |
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|
2023
Q2 | $69.2K | Buy |
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|
2023
Q1 | $60.8K | Sell |
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|
2022
Q4 | $90.8K | Sell |
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|
2022
Q3 | $71K | Sell |
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|
2022
Q2 | $76K | Buy |
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|
2022
Q1 | $73K | Buy |
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|
2021
Q4 | $45K | Buy |
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|
2021
Q3 | $38K | Sell |
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|
2021
Q2 | $59K | Buy |
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|
2021
Q1 | $47K | Sell |
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|
2020
Q4 | $46K | Buy |
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|
2020
Q3 | $33K | Hold |
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|
2020
Q2 | $46K | Buy |
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|
2020
Q1 | $13K | Sell |
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|
2019
Q4 | $54K | Sell |
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|
2019
Q3 | $101K | Sell |
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|
2019
Q2 | $130K | Sell |
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|
2019
Q1 | $171K | Buy |
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|
2018
Q4 | $119K | Sell |
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|
2018
Q3 | $273K | Sell |
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|
2018
Q2 | $277K | Sell |
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|
2018
Q1 | $245K | Buy |
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|
2017
Q4 | $155K | Sell |
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|
2017
Q3 | $154K | Hold |
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|
2017
Q2 | $139K | Sell |
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|
2017
Q1 | $149K | Buy |
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|
2016
Q4 | $148K | Buy |
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|
2016
Q3 | $74K | Sell |
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|
2016
Q2 | $81K | Sell |
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|
2016
Q1 | $124K | Buy |
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|
2015
Q4 | $94K | Sell |
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|
2015
Q3 | $95K | Sell |
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|
2015
Q2 | $128K | Buy |
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|
2015
Q1 | $83K | Sell |
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|
2014
Q4 | $80K | Sell |
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|
2014
Q3 | $94K | Sell |
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|
2014
Q2 | $108K | Buy |
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|
2014
Q1 | $58K | Buy |
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|
2013
Q4 | $50K | Hold |
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|
2013
Q3 | $37K | Sell |
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|
2013
Q2 | $50K | Buy |
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