RIA
Regal Investment Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $894K | Buy |
7,493
+943
| +14% | +$112K | 0.07% | 252 |
|
|
2025
Q1 | $809K | Buy |
6,550
+741
| +13% | +$91.5K | 0.07% | 244 |
|
|
2024
Q4 | $662K | Buy |
5,809
+1,331
| +30% | +$152K | 0.05% | 282 |
|
|
2024
Q3 | $589K | Sell |
4,478
-6,391
| -59% | -$840K | 0.04% | 324 |
|
|
2024
Q2 | $1.53M | Buy |
10,869
+356
| +3% | +$50.3K | 0.1% | 202 |
|
|
2024
Q1 | $1.72M | Sell |
10,513
-235
| -2% | -$38.4K | 0.12% | 189 |
|
|
2023
Q4 | $1.43M | Sell |
10,748
-492
| -4% | -$65.5K | 0.11% | 189 |
|
|
2023
Q3 | $1.35M | Sell |
11,240
-9,467
| -46% | -$1.14M | 0.11% | 181 |
|
|
2023
Q2 | $1.98M | Sell |
20,707
-5,194
| -20% | -$495K | 0.17% | 147 |
|
|
2023
Q1 | $2.63M | Buy |
25,901
+23,647
| +1,049% | +$2.4M | 0.23% | 120 |
|
|
2022
Q4 | $235K | Sell |
2,254
-1,584
| -41% | -$165K | 0.02% | 424 |
|
|
2022
Q3 | $310K | Buy |
+3,838
| New | +$310K | 0.03% | 357 |
|
|
2022
Q1 | – | Sell |
-3,430
| Closed | -$249K | – | 560 |
|
|
2021
Q4 | $249K | Buy |
3,430
+485
| +16% | +$35.2K | 0.02% | 475 |
|
|
2021
Q3 | $206K | Buy |
2,945
+436
| +17% | +$30.5K | 0.02% | 499 |
|
|
2021
Q2 | $215K | Buy |
+2,509
| New | +$215K | 0.02% | 503 |
|
|
2020
Q3 | – | Sell |
-3,108
| Closed | -$223K | – | 208 |
|
|
2020
Q2 | $223K | Buy |
+3,108
| New | +$223K | 0.04% | 292 |
|
|
2017
Q1 | – | Sell |
-6,205
| Closed | -$536K | – | 273 |
|
|
2016
Q4 | $536K | Sell |
6,205
-1,872
| -23% | -$162K | 0.15% | 155 |
|
|
2016
Q3 | $651K | Sell |
8,077
-427
| -5% | -$34.4K | 0.18% | 138 |
|
|
2016
Q2 | $675K | Sell |
8,504
-693
| -8% | -$55K | 0.19% | 136 |
|
|
2016
Q1 | $796K | Sell |
9,197
-813
| -8% | -$70.4K | 0.22% | 118 |
|
|
2015
Q4 | $818K | Buy |
10,010
+179
| +2% | +$14.6K | 0.21% | 121 |
|
|
2015
Q3 | $755K | Sell |
9,831
-400
| -4% | -$30.7K | 0.2% | 125 |
|
|
2015
Q2 | $824K | Sell |
10,231
-3,150
| -24% | -$254K | 0.22% | 109 |
|
|
2015
Q1 | $1.05M | Sell |
13,381
-1,927
| -13% | -$151K | 0.26% | 108 |
|
|
2014
Q4 | $1.1M | Sell |
15,308
-607
| -4% | -$43.5K | 0.29% | 99 |
|
|
2014
Q3 | $1.29M | Buy |
15,915
+2,983
| +23% | +$243K | 0.39% | 75 |
|
|
2014
Q2 | $1.04M | Buy |
12,932
+2,859
| +28% | +$230K | 0.37% | 81 |
|
|
2014
Q1 | $776K | Buy |
10,073
+1,781
| +21% | +$137K | 0.33% | 89 |
|
|
2013
Q4 | $640K | Buy |
8,292
+7,444
| +878% | +$575K | 0.37% | 86 |
|
|
2013
Q3 | $49K | Sell |
848
-68
| -7% | -$3.93K | 0.03% | 303 |
|
|
2013
Q2 | $54K | Buy |
+916
| New | +$54K | 0.03% | 285 |
|