Plante Moran Financial 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 | $75.9K | Sell |
636
-8
| -1% | -$954 | 0.01% | 279 |
|
|
2025
Q1 | $79.5K | Hold |
644
| – | – | 0.01% | 276 |
|
|
2024
Q4 | $73.4K | Hold |
644
| – | – | 0.01% | 300 |
|
|
2024
Q3 | $84.7K | Hold |
644
| – | – | 0.01% | 305 |
|
|
2024
Q2 | $90.9K | Sell |
644
-13
| -2% | -$1.84K | 0.01% | 259 |
|
|
2024
Q1 | $107K | Sell |
657
-26
| -4% | -$4.25K | 0.01% | 239 |
|
|
2023
Q4 | $90.9K | Buy |
683
+39
| +6% | +$5.19K | 0.01% | 256 |
|
|
2023
Q3 | $77.4K | Sell |
644
-81
| -11% | -$9.73K | 0.01% | 251 |
|
|
2023
Q2 | $69.2K | Buy |
725
+125
| +21% | +$11.9K | 0.01% | 262 |
|
|
2023
Q1 | $60.8K | Sell |
600
-272
| -31% | -$27.6K | 0.01% | 268 |
|
|
2022
Q4 | $90.8K | Sell |
872
-6
| -0.7% | -$624 | 0.01% | 241 |
|
|
2022
Q3 | $71K | Sell |
878
-53
| -6% | -$4.29K | 0.01% | 254 |
|
|
2022
Q2 | $76K | Buy |
931
+82
| +10% | +$6.69K | 0.01% | 251 |
|
|
2022
Q1 | $73K | Buy |
849
+226
| +36% | +$19.4K | 0.01% | 276 |
|
|
2021
Q4 | $45K | Buy |
623
+74
| +13% | +$5.35K | 0.01% | 388 |
|
|
2021
Q3 | $38K | Sell |
549
-142
| -21% | -$9.83K | 0.01% | 432 |
|
|
2021
Q2 | $59K | Buy |
691
+117
| +20% | +$9.99K | 0.01% | 334 |
|
|
2021
Q1 | $47K | Sell |
574
-80
| -12% | -$6.55K | 0.01% | 380 |
|
|
2020
Q4 | $46K | Buy |
654
+20
| +3% | +$1.41K | 0.01% | 371 |
|
|
2020
Q3 | $33K | Hold |
634
| – | – | 0.01% | 392 |
|
|
2020
Q2 | $46K | Buy |
634
+400
| +171% | +$29K | 0.02% | 305 |
|
|
2020
Q1 | $13K | Sell |
234
-250
| -52% | -$13.9K | 0.01% | 463 |
|
|
2019
Q4 | $54K | Sell |
484
-501
| -51% | -$55.9K | 0.02% | 313 |
|
|
2019
Q3 | $101K | Sell |
985
-402
| -29% | -$41.2K | 0.03% | 238 |
|
|
2019
Q2 | $130K | Sell |
1,387
-407
| -23% | -$38.1K | 0.04% | 195 |
|
|
2019
Q1 | $171K | Buy |
1,794
+413
| +30% | +$39.4K | 0.05% | 167 |
|
|
2018
Q4 | $119K | Sell |
1,381
-1,038
| -43% | -$89.4K | 0.04% | 190 |
|
|
2018
Q3 | $273K | Sell |
2,419
-43
| -2% | -$4.85K | 0.09% | 122 |
|
|
2018
Q2 | $277K | Sell |
2,462
-91
| -4% | -$10.2K | 0.14% | 121 |
|
|
2018
Q1 | $245K | Buy |
2,553
+1,017
| +66% | +$97.6K | 0.13% | 121 |
|
|
2017
Q4 | $155K | Sell |
1,536
-148
| -9% | -$14.9K | 0.09% | 165 |
|
|
2017
Q3 | $154K | Hold |
1,684
| – | – | 0.09% | 156 |
|
|
2017
Q2 | $139K | Sell |
1,684
-195
| -10% | -$16.1K | 0.09% | 159 |
|
|
2017
Q1 | $149K | Buy |
1,879
+161
| +9% | +$12.8K | 0.09% | 158 |
|
|
2016
Q4 | $148K | Buy |
1,718
+797
| +87% | +$68.7K | 0.09% | 163 |
|
|
2016
Q3 | $74K | Sell |
921
-99
| -10% | -$7.95K | 0.05% | 253 |
|
|
2016
Q2 | $81K | Sell |
1,020
-412
| -29% | -$32.7K | 0.06% | 216 |
|
|
2016
Q1 | $124K | Buy |
1,432
+285
| +25% | +$24.7K | 0.1% | 150 |
|
|
2015
Q4 | $94K | Sell |
1,147
-95
| -8% | -$7.79K | 0.07% | 196 |
|
|
2015
Q3 | $95K | Sell |
1,242
-353
| -22% | -$27K | 0.07% | 181 |
|
|
2015
Q2 | $128K | Buy |
1,595
+545
| +52% | +$43.7K | 0.09% | 161 |
|
|
2015
Q1 | $83K | Sell |
1,050
-61
| -5% | -$4.82K | 0.06% | 210 |
|
|
2014
Q4 | $80K | Sell |
1,111
-50
| -4% | -$3.6K | 0.06% | 212 |
|
|
2014
Q3 | $94K | Sell |
1,161
-184
| -14% | -$14.9K | 0.08% | 172 |
|
|
2014
Q2 | $108K | Buy |
1,345
+587
| +77% | +$47.1K | 0.1% | 139 |
|
|
2014
Q1 | $58K | Buy |
758
+116
| +18% | +$8.88K | 0.06% | 158 |
|
|
2013
Q4 | $50K | Hold |
642
| – | – | 0.03% | 237 |
|
|
2013
Q3 | $37K | Sell |
642
-209
| -25% | -$12K | 0.02% | 221 |
|
|
2013
Q2 | $50K | Buy |
+851
| New | +$50K | 0.04% | 168 |
|