SEA
Stegent Equity Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $976K | Hold |
8,185
| – | – | 0.86% | 32 |
|
|
2025
Q1 | $1.01M | Buy |
8,185
+2,553
| +45% | +$315K | 1.03% | 32 |
|
|
2024
Q4 | $642K | Hold |
5,632
| – | – | 0.65% | 45 |
|
|
2024
Q3 | $740K | Hold |
5,632
| – | – | 0.82% | 37 |
|
|
2024
Q2 | $795K | Hold |
5,632
| – | – | 0.83% | 38 |
|
|
2024
Q1 | $920K | Sell |
5,632
-70
| -1% | -$11.4K | 0.93% | 38 |
|
|
2023
Q4 | $759K | Sell |
5,702
-93
| -2% | -$12.4K | 0.9% | 38 |
|
|
2023
Q3 | $696K | Hold |
5,795
| – | – | 0.88% | 37 |
|
|
2023
Q2 | $553K | Sell |
5,795
-139
| -2% | -$13.3K | 0.62% | 43 |
|
|
2023
Q1 | $602K | Sell |
5,934
-228
| -4% | -$23.1K | 0.6% | 45 |
|
|
2022
Q4 | $641K | Buy |
+6,162
| New | +$641K | 0.77% | 45 |
|