SFA
Sequoia Financial Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.59M | Sell |
30,105
-778
| -3% | -$92.8K | 0.02% | 344 |
|
|
2025
Q1 | $3.81M | Buy |
30,883
+1,351
| +5% | +$167K | 0.03% | 311 |
|
|
2024
Q4 | $3.36M | Buy |
29,532
+1,236
| +4% | +$141K | 0.03% | 309 |
|
|
2024
Q3 | $3.72M | Buy |
28,296
+8,110
| +40% | +$1.07M | 0.04% | 257 |
|
|
2024
Q2 | $2.85M | Buy |
20,186
+741
| +4% | +$105K | 0.03% | 263 |
|
|
2024
Q1 | $3.18M | Sell |
19,445
-52,469
| -73% | -$8.57M | 0.04% | 255 |
|
|
2023
Q4 | $9.57M | Sell |
71,914
-502
| -0.7% | -$66.8K | 0.12% | 153 |
|
|
2023
Q3 | $8.7M | Sell |
72,416
-26,071
| -26% | -$3.13M | 0.15% | 110 |
|
|
2023
Q2 | $9.39M | Sell |
98,487
-30,291
| -24% | -$2.89M | 0.16% | 109 |
|
|
2023
Q1 | $13.1M | Buy |
128,778
+8,189
| +7% | +$830K | 0.29% | 60 |
|
|
2022
Q4 | $12.6M | Buy |
120,589
+43,679
| +57% | +$4.55M | 0.31% | 62 |
|
|
2022
Q3 | $6.21M | Buy |
76,910
+11,699
| +18% | +$944K | 0.2% | 94 |
|
|
2022
Q2 | $5.35M | Buy |
65,211
+14,019
| +27% | +$1.15M | 0.15% | 115 |
|
|
2022
Q1 | $4.42M | Buy |
51,192
+6,145
| +14% | +$531K | 0.11% | 126 |
|
|
2021
Q4 | $3.26M | Buy |
+45,047
| New | +$3.26M | 0.09% | 140 |
|
|
2021
Q3 | – | Sell |
-3,899
| Closed | -$335K | – | 401 |
|
|
2021
Q2 | $335K | Buy |
3,899
+345
| +10% | +$29.6K | 0.01% | 353 |
|
|
2021
Q1 | $290K | Buy |
3,554
+20
| +0.6% | +$1.63K | 0.01% | 344 |
|
|
2020
Q4 | $247K | Buy |
+3,534
| New | +$247K | 0.01% | 356 |
|
|
2020
Q3 | – | Sell |
-5,908
| Closed | -$425K | – | 398 |
|
|
2020
Q2 | $425K | Buy |
5,908
+924
| +19% | +$66.5K | 0.03% | 238 |
|
|
2020
Q1 | $267K | Sell |
4,984
-2,441
| -33% | -$131K | 0.02% | 285 |
|
|
2019
Q4 | $827K | Sell |
7,425
-1
| -0% | -$111 | 0.05% | 158 |
|
|
2019
Q3 | $760K | Sell |
7,426
-722
| -9% | -$73.9K | 0.06% | 149 |
|
|
2019
Q2 | $762K | Buy |
8,148
+1,162
| +17% | +$109K | 0.06% | 145 |
|
|
2019
Q1 | $665K | Buy |
6,986
+542
| +8% | +$51.6K | 0.05% | 153 |
|
|
2018
Q4 | $555K | Sell |
6,444
-50
| -0.8% | -$4.31K | 0.06% | 139 |
|
|
2018
Q3 | $732K | Buy |
6,494
+72
| +1% | +$8.12K | 0.07% | 128 |
|
|
2018
Q2 | $721K | Sell |
6,422
-2
| -0% | -$225 | 0.08% | 125 |
|
|
2018
Q1 | $616K | Buy |
6,424
+110
| +2% | +$10.5K | 0.06% | 141 |
|
|
2017
Q4 | $639K | Buy |
6,314
+1,658
| +36% | +$168K | 0.07% | 140 |
|
|
2017
Q3 | $427K | Buy |
4,656
+50
| +1% | +$4.59K | 0.05% | 169 |
|
|
2017
Q2 | $381K | Sell |
4,606
-139
| -3% | -$11.5K | 0.05% | 173 |
|
|
2017
Q1 | $376K | Sell |
4,745
-187
| -4% | -$14.8K | 0.05% | 165 |
|
|
2016
Q4 | $426K | Sell |
4,932
-397
| -7% | -$34.3K | 0.06% | 150 |
|
|
2016
Q3 | $429K | Buy |
5,329
+227
| +4% | +$18.3K | 0.08% | 128 |
|
|
2016
Q2 | $405K | Hold |
5,102
| – | – | 0.11% | 132 |
|
|
2016
Q1 | $442K | Buy |
5,102
+783
| +18% | +$67.8K | 0.14% | 100 |
|
|
2015
Q4 | $353K | Buy |
4,319
+150
| +4% | +$12.3K | 0.14% | 111 |
|
|
2015
Q3 | $320K | Sell |
4,169
-328
| -7% | -$25.2K | 0.14% | 115 |
|
|
2015
Q2 | $362K | Buy |
4,497
+231
| +5% | +$18.6K | 0.15% | 118 |
|
|
2015
Q1 | $335K | Buy |
4,266
+1,148
| +37% | +$90.2K | 0.15% | 117 |
|
|
2014
Q4 | $224K | Sell |
3,118
-81
| -3% | -$5.82K | 0.15% | 139 |
|
|
2014
Q3 | $260K | Sell |
3,199
-3
| -0.1% | -$244 | 0.18% | 127 |
|
|
2014
Q2 | $258K | Buy |
3,202
+444
| +16% | +$35.8K | 0.2% | 125 |
|
|
2014
Q1 | $213K | Buy |
2,758
+116
| +4% | +$8.96K | 0.18% | 145 |
|
|
2013
Q4 | $204K | Buy |
+2,642
| New | +$204K | 0.17% | 140 |
|