SeaCrest Wealth Management’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 | $427K | Sell |
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|
2025
Q1 | $473K | Buy |
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|
2024
Q4 | $433K | Sell |
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|
2024
Q3 | $669K | Sell |
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|
2024
Q2 | $1.12M | Sell |
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|
2024
Q1 | $1.3M | Sell |
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|
2023
Q4 | $1.19M | Sell |
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|
2023
Q3 | $1.06M | Sell |
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|
2023
Q2 | $914K | Sell |
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|
2023
Q1 | $1.03M | Buy |
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|
2022
Q4 | $988K | Sell |
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|
2022
Q3 | $860K | Buy |
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|
2022
Q2 | $873K | Buy |
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|
2022
Q1 | $536K | Buy |
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|
2021
Q4 | $375K | Buy |
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|
2021
Q3 | $358K | Sell |
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|
2021
Q2 | $454K | Sell |
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|
2021
Q1 | $444K | Buy |
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|
2020
Q4 | $357K | Sell |
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|
2020
Q3 | $270K | Buy |
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|
2020
Q2 | $372K | Sell |
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|
2020
Q1 | $279K | Buy |
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|
2019
Q4 | $474K | Buy |
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|
2019
Q3 | $411K | Buy |
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|
2019
Q2 | $348K | Sell |
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|
2019
Q1 | $367K | Buy |
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|
2018
Q4 | $310K | Sell |
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|
2018
Q3 | $504K | Sell |
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|
2018
Q2 | $710K | Buy |
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|
2018
Q1 | $589K | Sell |
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|
2017
Q4 | $657K | Buy |
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