SIA
Soltis Investment Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Buy |
2,500
+210
| +9% | +$25.1K | 0.02% | 322 |
|
|
2025
Q1 | $283K | Sell |
2,290
-1,166
| -34% | -$144K | 0.03% | 312 |
|
|
2024
Q4 | $394K | Buy |
3,456
+299
| +9% | +$34.1K | 0.04% | 257 |
|
|
2024
Q3 | $415K | Sell |
3,157
-234
| -7% | -$30.8K | 0.04% | 241 |
|
|
2024
Q2 | $479K | Buy |
3,391
+125
| +4% | +$17.6K | 0.05% | 217 |
|
|
2024
Q1 | $533K | Buy |
3,266
+1,330
| +69% | +$217K | 0.06% | 200 |
|
|
2023
Q4 | $258K | Buy |
1,936
+14
| +0.7% | +$1.86K | 0.03% | 247 |
|
|
2023
Q3 | $231K | Buy |
+1,922
| New | +$231K | 0.03% | 244 |
|
|
2022
Q3 | – | Sell |
-2,498
| Closed | -$205K | – | 244 |
|
|
2022
Q2 | $205K | Buy |
2,498
+80
| +3% | +$6.57K | 0.03% | 226 |
|
|
2022
Q1 | $209K | Buy |
+2,418
| New | +$209K | 0.03% | 236 |
|
|
2021
Q3 | – | Sell |
-2,425
| Closed | -$208K | – | 252 |
|
|
2021
Q2 | $208K | Buy |
+2,425
| New | +$208K | 0.03% | 232 |
|
|
2020
Q1 | – | Sell |
-1,983
| Closed | -$221K | – | 175 |
|
|
2019
Q4 | $221K | Buy |
+1,983
| New | +$221K | 0.04% | 143 |
|