Raymond James Financial Services Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $93M | Buy |
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|
2024
Q2 | $99.6M | Buy |
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|
2024
Q1 | $115M | Sell |
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|
2023
Q4 | $102M | Sell |
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|
2023
Q3 | $92.1M | Buy |
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|
2023
Q2 | $70.9M | Buy |
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|
2023
Q1 | $74.5M | Buy |
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|
2022
Q4 | $73.1M | Sell |
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|
2022
Q3 | $57.2M | Buy |
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|
2022
Q2 | $54.8M | Buy |
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|
2022
Q1 | $56M | Buy |
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|
2021
Q4 | $45.8M | Buy |
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|
2021
Q3 | $42.7M | Buy |
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|
2021
Q2 | $41.1M | Buy |
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|
2021
Q1 | $36.3M | Buy |
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|
2020
Q4 | $30M | Buy |
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|
2020
Q3 | $21.2M | Sell |
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|
2020
Q2 | $29.7M | Buy |
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|
2020
Q1 | $20.6M | Buy |
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|
2019
Q4 | $38M | Buy |
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|
2019
Q3 | $34.3M | Sell |
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|
2019
Q2 | $32.2M | Buy |
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|
2019
Q1 | $31.6M | Buy |
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|
2018
Q4 | $28.3M | Sell |
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|
2018
Q3 | $50M | Buy |
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|
2018
Q2 | $49M | Buy |
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|
2018
Q1 | $34.2M | Buy |
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|
2017
Q4 | $33.3M | Sell |
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|
2017
Q3 | $30.2M | Sell |
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|
2017
Q2 | $27.7M | Buy |
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|
2017
Q1 | $23.4M | Buy |
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|
2016
Q4 | $23.3M | Buy |
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|
2016
Q3 | $19.6M | Buy |
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|
2016
Q2 | $18.4M | Buy |
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|
2016
Q1 | $19M | Sell |
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|
2015
Q4 | $18.2M | Buy |
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|
2015
Q3 | $15.5M | Buy |
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|
2015
Q2 | $2.35M | Buy |
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|
2015
Q1 | $863K | Sell |
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|
2014
Q4 | $891K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $4.55M | Buy |
|