Principle Wealth Partners’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.13M | Hold |
26,204
| – | – | 0.2% | 96 |
|
|
2025
Q1 | $3.24M | Hold |
26,204
| – | – | 0.23% | 95 |
|
|
2024
Q4 | $2.99M | Buy |
26,204
+57
| +0.2% | +$6.49K | 0.21% | 102 |
|
|
2024
Q3 | $3.44M | Sell |
26,147
-80
| -0.3% | -$10.5K | 0.24% | 93 |
|
|
2024
Q2 | $3.7M | Sell |
26,227
-2
| -0% | -$282 | 0.28% | 83 |
|
|
2024
Q1 | $4.28M | Buy |
26,229
+2
| +0% | +$327 | 0.33% | 77 |
|
|
2023
Q4 | $3.49M | Sell |
26,227
-13
| -0% | -$1.73K | 0.3% | 83 |
|
|
2023
Q3 | $3.15M | Hold |
26,240
| – | – | 0.32% | 75 |
|
|
2023
Q2 | $2.5M | Hold |
26,240
| – | – | 0.25% | 90 |
|
|
2023
Q1 | $2.66M | Hold |
26,240
| – | – | 0.28% | 83 |
|
|
2022
Q4 | $2.73M | Sell |
26,240
-400
| -2% | -$41.6K | 0.31% | 79 |
|
|
2022
Q3 | $2.15K | Sell |
26,640
-6
| -0% | – | 0.2% | 86 |
|
|
2022
Q2 | $2.19M | Buy |
26,646
+241
| +0.9% | +$19.8K | 0.26% | 89 |
|
|
2022
Q1 | $2.28M | Hold |
26,405
| – | – | 0.24% | 91 |
|
|
2021
Q4 | $1.91M | Hold |
26,405
| – | – | 0.2% | 93 |
|
|
2021
Q3 | $1.85M | Hold |
26,405
| – | – | 0.21% | 94 |
|
|
2021
Q2 | $2.27M | Sell |
26,405
-154
| -0.6% | -$13.2K | 0.26% | 81 |
|
|
2021
Q1 | $2.17M | Sell |
26,559
-605
| -2% | -$49.3K | 0.25% | 82 |
|
|
2020
Q4 | $1.9M | Buy |
27,164
+2,514
| +10% | +$176K | 0.25% | 82 |
|
|
2020
Q3 | $1.28M | Sell |
24,650
-95
| -0.4% | -$4.93K | 0.36% | 45 |
|
|
2020
Q2 | $1.78M | Buy |
24,745
+621
| +3% | +$44.6K | 0.52% | 35 |
|
|
2020
Q1 | $1.29M | Sell |
24,124
-2,120
| -8% | -$114K | 0.49% | 38 |
|
|
2019
Q4 | $2.92M | Hold |
26,244
| – | – | 0.93% | 26 |
|
|
2019
Q3 | $2.69M | Buy |
26,244
+23,551
| +875% | +$2.41M | 0.93% | 27 |
|
|
2019
Q2 | $252K | Buy |
+2,693
| New | +$252K | 0.13% | 116 |
|