Prospera Financial Services’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.73M | Sell |
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|
2025
Q2 | $4.81M | Sell |
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|
2025
Q1 | $5.67M | Buy |
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|
2024
Q4 | $3.42M | Buy |
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|
2024
Q3 | $3.82M | Buy |
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|
2024
Q2 | $3.84M | Buy |
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|
2024
Q1 | $4.18M | Buy |
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|
2023
Q4 | $3.24M | Sell |
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|
2023
Q3 | $2.98M | Sell |
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|
2023
Q2 | $2.63M | Buy |
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|
2023
Q1 | $2.66M | Buy |
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|
2022
Q4 | $2.5M | Buy |
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|
2022
Q3 | $1.55M | Sell |
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|
2022
Q2 | $3.24M | Buy |
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|
2022
Q1 | $1.35M | Buy |
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|
2021
Q4 | $564K | Buy |
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|
2021
Q3 | $441K | Buy |
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|
2021
Q2 | $510K | Sell |
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|
2021
Q1 | $537K | Buy |
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|
2020
Q4 | $442K | Buy |
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|
2020
Q3 | $192K | Sell |
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|
2020
Q2 | $374K | Sell |
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|
2020
Q1 | $541K | Sell |
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|
2019
Q4 | $3.78M | Buy |
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|
2019
Q3 | $892K | Sell |
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|
2019
Q2 | $922K | Sell |
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|
2019
Q1 | $1.03M | Buy |
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|
2018
Q4 | $681K | Buy |
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|
2018
Q3 | $737K | Buy |
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|
2018
Q2 | $523K | Buy |
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|
2018
Q1 | $415K | Buy |
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|
2017
Q4 | $409K | Buy |
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|
2017
Q3 | $330K | Buy |
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|
2017
Q2 | $295K | Sell |
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|
2017
Q1 | $621K | Buy |
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|
2016
Q4 | $508K | Sell |
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|
2016
Q3 | $659K | Buy |
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|
2016
Q2 | $618K | Buy |
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|
2016
Q1 | $671K | Buy |
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|
2015
Q4 | $573K | Sell |
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|
2015
Q3 | $524K | Sell |
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|
2015
Q2 | $620K | Buy |
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|
2015
Q1 | $599K | Buy |
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|
2014
Q4 | $320K | Buy |
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|
2014
Q3 | $347K | Sell |
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|
2014
Q2 | $363K | Buy |
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|
2014
Q1 | $301K | Sell |
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|
2013
Q4 | $337K | Sell |
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|
2013
Q3 | $308K | Buy |
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|
2013
Q2 | $287K | Buy |
|