RFG Advisory’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $839K | Buy |
7,030
+27
| +0.4% | +$3.22K | 0.02% | 482 |
|
|
2025
Q1 | $865K | Sell |
7,003
-359
| -5% | -$44.3K | 0.02% | 433 |
|
|
2024
Q4 | $839K | Buy |
7,362
+623
| +9% | +$71K | 0.02% | 403 |
|
|
2024
Q3 | $886K | Sell |
6,739
-2,886
| -30% | -$379K | 0.03% | 390 |
|
|
2024
Q2 | $1.36M | Sell |
9,625
-771
| -7% | -$109K | 0.04% | 300 |
|
|
2024
Q1 | $1.7M | Sell |
10,396
-259
| -2% | -$42.3K | 0.06% | 254 |
|
|
2023
Q4 | $1.42M | Sell |
10,655
-148
| -1% | -$19.7K | 0.06% | 260 |
|
|
2023
Q3 | $1.3M | Sell |
10,803
-484
| -4% | -$58.2K | 0.06% | 239 |
|
|
2023
Q2 | $1.08M | Sell |
11,287
-44
| -0.4% | -$4.2K | 0.05% | 278 |
|
|
2023
Q1 | $1.15M | Buy |
11,331
+138
| +1% | +$14K | 0.06% | 251 |
|
|
2022
Q4 | $1.11M | Buy |
11,193
+2,080
| +23% | +$206K | 0.06% | 255 |
|
|
2022
Q3 | $958K | Buy |
9,113
+668
| +8% | +$70.2K | 0.05% | 268 |
|
|
2022
Q2 | $707K | Buy |
8,445
+1,840
| +28% | +$154K | 0.04% | 290 |
|
|
2022
Q1 | $571K | Buy |
6,605
+514
| +8% | +$44.4K | 0.04% | 291 |
|
|
2021
Q4 | $441K | Sell |
6,091
-908
| -13% | -$65.7K | 0.03% | 325 |
|
|
2021
Q3 | $490K | Sell |
6,999
-282
| -4% | -$19.7K | 0.04% | 279 |
|
|
2021
Q2 | $625K | Buy |
7,281
+1,106
| +18% | +$94.9K | 0.06% | 234 |
|
|
2021
Q1 | $504K | Buy |
6,175
+1,821
| +42% | +$149K | 0.05% | 250 |
|
|
2020
Q4 | $308K | Buy |
+4,354
| New | +$308K | 0.04% | 326 |
|
|
2020
Q1 | – | Sell |
-4,806
| Closed | -$535K | – | 397 |
|
|
2019
Q4 | $535K | Buy |
+4,806
| New | +$535K | 0.09% | 192 |
|