Prime Capital Investment 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 | $2.32M | Sell |
19,406
-5,551
| -22% | -$662K | 0.03% | 303 |
|
|
2025
Q1 | $3.08M | Buy |
24,957
+1,257
| +5% | +$155K | 0.04% | 296 |
|
|
2024
Q4 | $2.7M | Buy |
23,700
+302
| +1% | +$34.4K | 0.04% | 266 |
|
|
2024
Q3 | $3.08M | Sell |
23,398
-157
| -0.7% | -$20.6K | 0.04% | 258 |
|
|
2024
Q2 | $3.33M | Sell |
23,555
-600
| -2% | -$84.7K | 0.05% | 247 |
|
|
2024
Q1 | $3.95M | Buy |
24,155
+971
| +4% | +$159K | 0.06% | 227 |
|
|
2023
Q4 | $3.09M | Buy |
23,184
+5,746
| +33% | +$765K | 0.05% | 269 |
|
|
2023
Q3 | $2.1M | Sell |
17,438
-661
| -4% | -$79.4K | 0.04% | 242 |
|
|
2023
Q2 | $1.73M | Buy |
18,099
+5,668
| +46% | +$541K | 0.03% | 277 |
|
|
2023
Q1 | $1.26M | Sell |
12,431
-36,896
| -75% | -$3.74M | 0.05% | 206 |
|
|
2022
Q4 | $5.13M | Buy |
49,327
+10,146
| +26% | +$1.06M | 0.19% | 104 |
|
|
2022
Q3 | $3.16M | Buy |
39,181
+6,728
| +21% | +$543K | 0.18% | 96 |
|
|
2022
Q2 | $2.66M | Buy |
+32,453
| New | +$2.66M | 0.16% | 109 |
|
|
2021
Q3 | – | Sell |
-3,220
| Closed | -$276K | – | 370 |
|
|
2021
Q2 | $276K | Buy |
+3,220
| New | +$276K | 0.02% | 318 |
|
|
2020
Q3 | – | Sell |
-1,648
| Closed | -$118K | – | 491 |
|
|
2020
Q2 | $118K | Sell |
1,648
-473
| -22% | -$33.9K | 0.01% | 264 |
|
|
2020
Q1 | $114K | Sell |
2,121
-147
| -6% | -$7.9K | 0.01% | 228 |
|
|
2019
Q4 | $253K | Buy |
2,268
+135
| +6% | +$15.1K | 0.03% | 180 |
|
|
2019
Q3 | $218K | Buy |
2,133
+104
| +5% | +$10.6K | 0.03% | 193 |
|
|
2019
Q2 | $190K | Buy |
2,029
+628
| +45% | +$58.8K | 0.03% | 175 |
|
|
2019
Q1 | $133K | Buy |
1,401
+71
| +5% | +$6.74K | 0.04% | 145 |
|
|
2018
Q4 | $115K | Sell |
1,330
-400
| -23% | -$34.6K | 0.04% | 130 |
|
|
2018
Q3 | $195K | Buy |
1,730
+286
| +20% | +$32.2K | 0.06% | 123 |
|
|
2018
Q2 | $162K | Sell |
1,444
-156
| -10% | -$17.5K | 0.07% | 132 |
|
|
2018
Q1 | $153K | Hold |
1,600
| – | – | 0.11% | 108 |
|
|
2017
Q4 | $162K | Buy |
+1,600
| New | +$162K | 0.12% | 106 |
|