Sequoia Financial Advisors’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 | $3.59M | Sell |
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|
2025
Q1 | $3.81M | Buy |
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|
2024
Q4 | $3.36M | Buy |
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|
2024
Q3 | $3.72M | Buy |
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|
2024
Q2 | $2.85M | Buy |
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|
2024
Q1 | $3.18M | Sell |
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|
2023
Q4 | $9.57M | Sell |
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|
2023
Q3 | $8.7M | Sell |
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|
2023
Q2 | $9.39M | Sell |
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|
2023
Q1 | $13.1M | Buy |
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|
2022
Q4 | $12.6M | Buy |
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|
2022
Q3 | $6.21M | Buy |
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|
2022
Q2 | $5.35M | Buy |
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|
2022
Q1 | $4.42M | Buy |
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|
2021
Q4 | $3.26M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $335K | Buy |
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|
2021
Q1 | $290K | Buy |
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|
2020
Q4 | $247K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $425K | Buy |
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|
2020
Q1 | $267K | Sell |
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|
2019
Q4 | $827K | Sell |
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|
2019
Q3 | $760K | Sell |
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|
2019
Q2 | $762K | Buy |
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|
2019
Q1 | $665K | Buy |
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|
2018
Q4 | $555K | Sell |
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|
2018
Q3 | $732K | Buy |
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|
2018
Q2 | $721K | Sell |
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|
2018
Q1 | $616K | Buy |
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|
2017
Q4 | $639K | Buy |
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|
2017
Q3 | $427K | Buy |
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|
2017
Q2 | $381K | Sell |
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|
2017
Q1 | $376K | Sell |
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|
2016
Q4 | $426K | Sell |
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|
2016
Q3 | $429K | Buy |
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|
2016
Q2 | $405K | Hold |
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|
2016
Q1 | $442K | Buy |
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|
2015
Q4 | $353K | Buy |
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|
2015
Q3 | $320K | Sell |
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|
2015
Q2 | $362K | Buy |
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|
2015
Q1 | $335K | Buy |
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|
2014
Q4 | $224K | Sell |
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|
2014
Q3 | $260K | Sell |
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|
2014
Q2 | $258K | Buy |
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|
2014
Q1 | $213K | Buy |
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|
2013
Q4 | $204K | Buy |
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