Private Advisor Group’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.23M | Sell |
35,459
-120
| -0.3% | -$14.3K | 0.02% | 634 |
|
|
2025
Q1 | $4.39M | Sell |
35,579
-1,311
| -4% | -$162K | 0.03% | 582 |
|
|
2024
Q4 | $4.2M | Buy |
36,890
+1,975
| +6% | +$225K | 0.02% | 580 |
|
|
2024
Q3 | $4.59M | Sell |
34,915
-8,104
| -19% | -$1.07M | 0.03% | 565 |
|
|
2024
Q2 | $6.07M | Sell |
43,019
-2,353
| -5% | -$332K | 0.04% | 421 |
|
|
2024
Q1 | $7.41M | Sell |
45,372
-222
| -0.5% | -$36.3K | 0.05% | 340 |
|
|
2023
Q4 | $6.07M | Buy |
45,594
+3,581
| +9% | +$477K | 0.05% | 361 |
|
|
2023
Q3 | $5.05M | Buy |
42,013
+614
| +1% | +$73.8K | 0.05% | 387 |
|
|
2023
Q2 | $4.25M | Sell |
41,399
-343
| -0.8% | -$35.3K | 0.04% | 458 |
|
|
2023
Q1 | $4.23M | Buy |
41,742
+977
| +2% | +$99K | 0.04% | 435 |
|
|
2022
Q4 | $2.01M | Buy |
40,765
+614
| +2% | +$30.3K | 0.1% | 208 |
|
|
2022
Q3 | $3.24M | Buy |
40,151
+4,544
| +13% | +$367K | 0.04% | 455 |
|
|
2022
Q2 | $2.92M | Buy |
35,607
+2,108
| +6% | +$173K | 0.03% | 600 |
|
|
2022
Q1 | $2.89M | Buy |
33,499
+4,317
| +15% | +$373K | 0.02% | 643 |
|
|
2021
Q4 | $2.12M | Sell |
29,182
-12,612
| -30% | -$914K | 0.02% | 785 |
|
|
2021
Q3 | $2.93M | Buy |
41,794
+14,881
| +55% | +$1.04M | 0.02% | 735 |
|
|
2021
Q2 | $2.31M | Buy |
26,913
+1,208
| +5% | +$104K | 0.02% | 711 |
|
|
2021
Q1 | $2.1M | Buy |
25,705
+1,256
| +5% | +$102K | 0.02% | 699 |
|
|
2020
Q4 | $1.71M | Sell |
24,449
-1,810
| -7% | -$127K | 0.02% | 711 |
|
|
2020
Q3 | $1.45M | Sell |
26,259
-1,874
| -7% | -$103K | 0.02% | 657 |
|
|
2020
Q2 | $2.02M | Buy |
28,133
+3,800
| +16% | +$273K | 0.03% | 534 |
|
|
2020
Q1 | $1.31M | Sell |
24,333
-2,528
| -9% | -$136K | 0.02% | 574 |
|
|
2019
Q4 | $2.99M | Sell |
26,861
-1,348
| -5% | -$150K | 0.05% | 405 |
|
|
2019
Q3 | $2.95M | Buy |
28,209
+4,145
| +17% | +$433K | 0.05% | 408 |
|
|
2019
Q2 | $2.25M | Buy |
24,064
+1,180
| +5% | +$110K | 0.04% | 443 |
|
|
2019
Q1 | $2.18M | Buy |
22,884
+535
| +2% | +$50.9K | 0.04% | 419 |
|
|
2018
Q4 | $1.93M | Sell |
22,349
-1,659
| -7% | -$143K | 0.05% | 397 |
|
|
2018
Q3 | $2.71M | Buy |
24,008
+5,144
| +27% | +$580K | 0.06% | 342 |
|
|
2018
Q2 | $2.09M | Buy |
18,864
+6,258
| +50% | +$694K | 0.03% | 270 |
|
|
2018
Q1 | $1.21M | Sell |
12,606
-15,483
| -55% | -$1.49M | 0.05% | 363 |
|
|
2017
Q4 | $2.86M | Sell |
28,089
-8,303
| -23% | -$845K | 0.12% | 172 |
|
|
2017
Q3 | $3.38M | Buy |
36,392
+1,127
| +3% | +$105K | 0.08% | 248 |
|
|
2017
Q2 | $2.91M | Sell |
35,265
-45,429
| -56% | -$3.75M | 0.08% | 253 |
|
|
2017
Q1 | $2.44M | Buy |
80,694
+49,287
| +157% | +$1.49M | 0.07% | 291 |
|
|
2016
Q4 | $2.67M | Buy |
31,407
+3,671
| +13% | +$312K | 0.09% | 239 |
|
|
2016
Q3 | $2.22M | Sell |
27,736
-1,272
| -4% | -$102K | 0.09% | 236 |
|
|
2016
Q2 | $2.22M | Sell |
29,008
-3,201
| -10% | -$245K | 0.09% | 221 |
|
|
2016
Q1 | $2.79M | Sell |
32,209
-1,684
| -5% | -$146K | 0.14% | 163 |
|
|
2015
Q4 | $2.77M | Buy |
33,893
+13,437
| +66% | +$1.1M | 0.13% | 168 |
|
|
2015
Q3 | $1.57M | Buy |
20,456
+1,870
| +10% | +$144K | 0.09% | 260 |
|
|
2015
Q2 | $1.5M | Sell |
18,586
-281
| -1% | -$22.6K | 0.07% | 286 |
|
|
2015
Q1 | $1.48M | Sell |
18,867
-1,120
| -6% | -$88K | 0.09% | 266 |
|
|
2014
Q4 | $1.43M | Sell |
19,987
-2,595
| -11% | -$186K | 0.09% | 260 |
|
|
2014
Q3 | $1.84M | Buy |
22,582
+3,120
| +16% | +$254K | 0.13% | 181 |
|
|
2014
Q2 | $1.57M | Buy |
19,462
+2,896
| +17% | +$233K | 0.13% | 172 |
|
|
2014
Q1 | $1.28M | Buy |
16,566
+2,382
| +17% | +$184K | 0.13% | 181 |
|
|
2013
Q4 | $1.09M | Buy |
+14,184
| New | +$1.09M | 0.12% | 205 |
|