River Wealth Advisors’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 | $1.89M | Sell |
15,853
-3,472
| -18% | -$414K | 0.24% | 83 |
|
|
2025
Q1 | $2.39M | Sell |
19,325
-2,832
| -13% | -$350K | 0.33% | 67 |
|
|
2024
Q4 | $2.52M | Sell |
22,157
-1,791
| -7% | -$204K | 0.33% | 70 |
|
|
2024
Q3 | $3.15M | Sell |
23,948
-1,088
| -4% | -$143K | 0.42% | 65 |
|
|
2024
Q2 | $3.53M | Sell |
25,036
-472
| -2% | -$66.6K | 0.51% | 55 |
|
|
2024
Q1 | $4.17M | Buy |
25,508
+371
| +1% | +$60.6K | 0.61% | 49 |
|
|
2023
Q4 | $3.35M | Sell |
25,137
-968
| -4% | -$129K | 0.53% | 52 |
|
|
2023
Q3 | $3.14M | Sell |
26,105
-1,415
| -5% | -$170K | 0.56% | 50 |
|
|
2023
Q2 | $2.62M | Sell |
27,520
-745
| -3% | -$71.1K | 0.45% | 65 |
|
|
2023
Q1 | $2.87M | Sell |
28,265
-456
| -2% | -$46.2K | 0.52% | 58 |
|
|
2022
Q4 | $2.99M | Buy |
28,721
+1,795
| +7% | +$187K | 0.58% | 53 |
|
|
2022
Q3 | $2.17M | Buy |
26,926
+811
| +3% | +$65.5K | 0.47% | 63 |
|
|
2022
Q2 | $2.14M | Buy |
26,115
+2,096
| +9% | +$172K | 0.39% | 74 |
|
|
2022
Q1 | $2.08M | Buy |
24,019
+342
| +1% | +$29.5K | 0.33% | 81 |
|
|
2021
Q4 | $1.72M | Buy |
23,677
+1,185
| +5% | +$85.9K | 0.27% | 86 |
|
|
2021
Q3 | $1.58M | Buy |
22,492
+230
| +1% | +$16.1K | 0.27% | 89 |
|
|
2021
Q2 | $1.91M | Buy |
22,262
+74
| +0.3% | +$6.35K | 0.33% | 79 |
|
|
2021
Q1 | $1.81M | Buy |
22,188
+292
| +1% | +$23.8K | 0.34% | 76 |
|
|
2020
Q4 | $1.53M | Buy |
21,896
+144
| +0.7% | +$10.1K | 0.33% | 77 |
|
|
2020
Q3 | $1.13M | Buy |
21,752
+1,438
| +7% | +$74.6K | 0.29% | 89 |
|
|
2020
Q2 | $1.46M | Buy |
20,314
+286
| +1% | +$20.6K | 0.44% | 69 |
|
|
2020
Q1 | $1.07M | Sell |
20,028
-1,443
| -7% | -$77.4K | 0.43% | 70 |
|
|
2019
Q4 | $2.39M | Buy |
21,471
+666
| +3% | +$74.2K | 0.81% | 40 |
|
|
2019
Q3 | $2.13M | Buy |
20,805
+191
| +0.9% | +$19.6K | 0.8% | 45 |
|
|
2019
Q2 | $1.93M | Buy |
20,614
+313
| +2% | +$29.3K | 0.75% | 50 |
|
|
2019
Q1 | $1.93M | Buy |
20,301
+1,905
| +10% | +$181K | 0.81% | 46 |
|
|
2018
Q4 | $1.59M | Buy |
18,396
+1,439
| +8% | +$124K | 0.7% | 48 |
|
|
2018
Q3 | $1.91M | Sell |
16,957
-9
| -0.1% | -$1.01K | 0.7% | 49 |
|
|
2018
Q2 | $1.91M | Sell |
16,966
-124
| -0.7% | -$13.9K | 0.74% | 45 |
|
|
2018
Q1 | $1.64M | Buy |
17,090
+156
| +0.9% | +$15K | 0.69% | 55 |
|
|
2017
Q4 | $1.71M | Buy |
16,934
+321
| +2% | +$32.5K | 0.71% | 53 |
|
|
2017
Q3 | $1.52M | Sell |
16,613
-733
| -4% | -$67.2K | 0.69% | 54 |
|
|
2017
Q2 | $1.43M | Sell |
17,346
-324
| -2% | -$26.8K | 0.67% | 55 |
|
|
2017
Q1 | $1.4M | Sell |
17,670
-1,461
| -8% | -$116K | 0.68% | 55 |
|
|
2016
Q4 | $1.65M | Sell |
19,131
-575
| -3% | -$49.7K | 0.84% | 46 |
|
|
2016
Q3 | $1.59M | Sell |
19,706
-871
| -4% | -$70.1K | 0.88% | 41 |
|
|
2016
Q2 | $1.63M | Buy |
20,577
+158
| +0.8% | +$12.5K | 0.94% | 39 |
|
|
2016
Q1 | $1.77M | Buy |
20,419
+83
| +0.4% | +$7.19K | 1.06% | 32 |
|
|
2015
Q4 | $1.66M | Buy |
20,336
+384
| +2% | +$31.4K | 1.05% | 31 |
|
|
2015
Q3 | $1.53M | Buy |
19,952
+39
| +0.2% | +$3K | 1.05% | 31 |
|
|
2015
Q2 | $1.6M | Sell |
19,913
-258
| -1% | -$20.8K | 1.02% | 32 |
|
|
2015
Q1 | $1.59M | Buy |
+20,171
| New | +$1.59M | 0.98% | 36 |
|