Prestige Wealth Management Group’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 | $42.7K | Hold |
358
| – | – | 0.01% | 273 |
|
|
2025
Q1 | $44.2K | Hold |
358
| – | – | 0.01% | 266 |
|
|
2024
Q4 | $40.8K | Sell |
358
-200
| -36% | -$22.8K | 0.01% | 280 |
|
|
2024
Q3 | $73.4K | Sell |
558
-3
| -0.5% | -$394 | 0.02% | 219 |
|
|
2024
Q2 | $79.2K | Sell |
561
-15
| -3% | -$2.12K | 0.02% | 189 |
|
|
2024
Q1 | $94.1K | Sell |
576
-38
| -6% | -$6.21K | 0.02% | 208 |
|
|
2023
Q4 | $81.7K | Sell |
614
-29
| -5% | -$3.86K | 0.02% | 204 |
|
|
2023
Q3 | $77.3K | Hold |
643
| – | – | 0.02% | 205 |
|
|
2023
Q2 | $61.3K | Buy |
643
+87
| +16% | +$8.3K | 0.01% | 248 |
|
|
2023
Q1 | $56.4K | Sell |
556
-8
| -1% | -$811 | 0.01% | 235 |
|
|
2022
Q4 | $58.7K | Buy |
564
+293
| +108% | +$30.5K | 0.02% | 243 |
|
|
2022
Q3 | $22K | Buy |
271
+21
| +8% | +$1.71K | 0.01% | 305 |
|
|
2022
Q2 | $20K | Hold |
250
| – | – | 0.01% | 334 |
|
|
2022
Q1 | $21K | Sell |
250
-3,341
| -93% | -$281K | 0.01% | 340 |
|
|
2021
Q4 | $261K | Sell |
3,591
-622
| -15% | -$45.2K | 0.06% | 119 |
|
|
2021
Q3 | $295K | Buy |
4,213
+807
| +24% | +$56.5K | 0.08% | 105 |
|
|
2021
Q2 | $292K | Buy |
3,406
+66
| +2% | +$5.66K | 0.08% | 100 |
|
|
2021
Q1 | $272K | Buy |
3,340
+2,866
| +605% | +$233K | 0.07% | 100 |
|
|
2020
Q4 | $33K | Sell |
474
-85
| -15% | -$5.92K | 0.01% | 290 |
|
|
2020
Q3 | $29K | Hold |
559
| – | – | 0.01% | 310 |
|
|
2020
Q2 | $40K | Hold |
559
| – | – | 0.01% | 247 |
|
|
2020
Q1 | $30K | Buy |
559
+359
| +180% | +$19.3K | 0.01% | 229 |
|
|
2019
Q4 | $22K | Hold |
200
| – | – | 0.01% | 284 |
|
|
2019
Q3 | $20K | Hold |
200
| – | – | 0.01% | 282 |
|
|
2019
Q2 | $19K | Hold |
200
| – | – | 0.01% | 281 |
|
|
2019
Q1 | $19K | Sell |
200
-193
| -49% | -$18.3K | 0.01% | 287 |
|
|
2018
Q4 | $34K | Buy |
+393
| New | +$34K | 0.03% | 228 |
|