Regal Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $894K | Buy |
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|
2025
Q1 | $809K | Buy |
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|
2024
Q4 | $662K | Buy |
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|
2024
Q3 | $589K | Sell |
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|
2024
Q2 | $1.53M | Buy |
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|
2024
Q1 | $1.72M | Sell |
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|
2023
Q4 | $1.43M | Sell |
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|
2023
Q3 | $1.35M | Sell |
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|
2023
Q2 | $1.98M | Sell |
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|
2023
Q1 | $2.63M | Buy |
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|
2022
Q4 | $235K | Sell |
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|
2022
Q3 | $310K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $249K | Buy |
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|
2021
Q3 | $206K | Buy |
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|
2021
Q2 | $215K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $223K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $536K | Sell |
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|
2016
Q3 | $651K | Sell |
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|
2016
Q2 | $675K | Sell |
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|
2016
Q1 | $796K | Sell |
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|
2015
Q4 | $818K | Buy |
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|
2015
Q3 | $755K | Sell |
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|
2015
Q2 | $824K | Sell |
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|
2015
Q1 | $1.05M | Sell |
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|
2014
Q4 | $1.1M | Sell |
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|
2014
Q3 | $1.29M | Buy |
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|
2014
Q2 | $1.04M | Buy |
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|
2014
Q1 | $776K | Buy |
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|
2013
Q4 | $640K | Buy |
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|
2013
Q3 | $49K | Sell |
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|
2013
Q2 | $54K | Buy |
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