Sheaff Brock Investment 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
Q1 | $465K | Sell |
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|
2024
Q4 | $475K | Buy |
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|
2024
Q3 | $547K | Sell |
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|
2024
Q2 | $607K | Sell |
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|
2024
Q1 | $733K | Sell |
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|
2023
Q4 | $625K | Buy |
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|
2023
Q3 | $533K | Sell |
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|
2023
Q2 | $448K | Buy |
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|
2023
Q1 | $408K | Buy |
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|
2022
Q4 | $383K | Sell |
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|
2022
Q3 | $329K | Sell |
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|
2022
Q2 | $335K | Buy |
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|
2022
Q1 | $352K | Buy |
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|
2021
Q4 | $236K | Sell |
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|
2021
Q3 | $262K | Buy |
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|
2021
Q2 | $307K | Buy |
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|
2021
Q1 | $290K | Buy |
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|
2020
Q4 | $248K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $271K | Sell |
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|
2020
Q1 | $218K | Buy |
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|
2019
Q4 | $410K | Sell |
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|
2019
Q3 | $426K | Buy |
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|
2019
Q2 | $376K | Sell |
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|
2019
Q1 | $464K | Sell |
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|
2018
Q4 | $640K | Sell |
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|
2018
Q3 | $863K | Sell |
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|
2018
Q2 | $863K | Buy |
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|
2018
Q1 | $722K | Sell |
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|
2017
Q4 | $880K | Sell |
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|
2017
Q3 | $812K | Sell |
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|
2017
Q2 | $742K | Sell |
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|
2017
Q1 | $778K | Sell |
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|
2016
Q4 | $869K | Sell |
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|
2016
Q3 | $817K | Sell |
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|
2016
Q2 | $957K | Sell |
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|
2016
Q1 | $1.08M | Sell |
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|
2015
Q4 | $2.53M | Buy |
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