SOA Wealth Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4K | Sell |
87
-80
| -48% | -$9.59K | ﹤0.01% | 594 |
|
|
2025
Q1 | $20.7K | Hold |
167
| – | – | ﹤0.01% | 468 |
|
|
2024
Q4 | $19K | Buy |
167
+1
| +0.6% | +$114 | ﹤0.01% | 460 |
|
|
2024
Q3 | $21.8K | Buy |
166
+1
| +0.6% | +$131 | ﹤0.01% | 439 |
|
|
2024
Q2 | $23.3K | Buy |
165
+1
| +0.6% | +$141 | ﹤0.01% | 420 |
|
|
2024
Q1 | $26.9K | Hold |
164
| – | – | 0.01% | 396 |
|
|
2023
Q4 | $21.8K | Buy |
164
+1
| +0.6% | +$133 | ﹤0.01% | 415 |
|
|
2023
Q3 | $19.6K | Buy |
163
+1
| +0.6% | +$120 | ﹤0.01% | 424 |
|
|
2023
Q2 | $15.5K | Hold |
162
| – | – | ﹤0.01% | 466 |
|
|
2023
Q1 | $16.4K | Buy |
162
+1
| +0.6% | +$101 | ﹤0.01% | 460 |
|
|
2022
Q4 | $16.7K | Buy |
161
+1
| +0.6% | +$104 | ﹤0.01% | 438 |
|
|
2022
Q3 | $12K | Buy |
160
+1
| +0.6% | +$75 | ﹤0.01% | 484 |
|
|
2022
Q2 | $13K | Buy |
159
+1
| +0.6% | +$82 | ﹤0.01% | 455 |
|
|
2022
Q1 | $13K | Buy |
158
+1
| +0.6% | +$82 | ﹤0.01% | 536 |
|
|
2021
Q4 | $11K | Buy |
157
+1
| +0.6% | +$70 | ﹤0.01% | 554 |
|
|
2021
Q3 | $10K | Buy |
156
+82
| +111% | +$5.26K | ﹤0.01% | 595 |
|
|
2021
Q2 | $6K | Sell |
74
-26
| -26% | -$2.11K | ﹤0.01% | 650 |
|
|
2021
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 553 |
|
|
2020
Q4 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 568 |
|