Stephens Inc’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Sell |
14,449
-535
| -4% | -$63.8K | 0.02% | 502 |
|
|
2025
Q1 | $1.85M | Sell |
14,984
-3
| -0% | -$370 | 0.03% | 486 |
|
|
2024
Q4 | $1.71M | Sell |
14,987
-234
| -2% | -$26.7K | 0.02% | 478 |
|
|
2024
Q3 | $2M | Buy |
15,221
+232
| +2% | +$30.5K | 0.03% | 443 |
|
|
2024
Q2 | $2.12M | Buy |
14,989
+790
| +6% | +$112K | 0.03% | 420 |
|
|
2024
Q1 | $2.32M | Sell |
14,199
-409
| -3% | -$66.8K | 0.04% | 395 |
|
|
2023
Q4 | $1.94M | Buy |
14,608
+87
| +0.6% | +$11.6K | 0.03% | 405 |
|
|
2023
Q3 | $1.74M | Sell |
14,521
-340
| -2% | -$40.9K | 0.03% | 400 |
|
|
2023
Q2 | $1.42M | Buy |
14,861
+955
| +7% | +$91.1K | 0.03% | 466 |
|
|
2023
Q1 | $1.41M | Buy |
13,906
+1,273
| +10% | +$129K | 0.03% | 468 |
|
|
2022
Q4 | $1.31M | Sell |
12,633
-1,767
| -12% | -$184K | 0.03% | 459 |
|
|
2022
Q3 | $1.16M | Buy |
14,400
+283
| +2% | +$22.8K | 0.02% | 489 |
|
|
2022
Q2 | $1.16M | Sell |
14,117
-509
| -3% | -$41.7K | 0.02% | 496 |
|
|
2022
Q1 | $1.26M | Buy |
14,626
+2,870
| +24% | +$248K | 0.02% | 531 |
|
|
2021
Q4 | $852K | Buy |
11,756
+771
| +7% | +$55.9K | 0.01% | 675 |
|
|
2021
Q3 | $769K | Sell |
10,985
-132
| -1% | -$9.24K | 0.01% | 730 |
|
|
2021
Q2 | $954K | Buy |
11,117
+266
| +2% | +$22.8K | 0.01% | 677 |
|
|
2021
Q1 | $885K | Buy |
10,851
+361
| +3% | +$29.4K | 0.01% | 656 |
|
|
2020
Q4 | $734K | Sell |
10,490
-3,684
| -26% | -$258K | 0.01% | 675 |
|
|
2020
Q3 | $735K | Sell |
14,174
-386
| -3% | -$20K | 0.01% | 627 |
|
|
2020
Q2 | $1.05M | Sell |
14,560
-2,652
| -15% | -$191K | 0.02% | 505 |
|
|
2020
Q1 | $923K | Buy |
17,212
+1,818
| +12% | +$97.5K | 0.02% | 481 |
|
|
2019
Q4 | $1.72M | Sell |
15,394
-841
| -5% | -$93.7K | 0.04% | 435 |
|
|
2019
Q3 | $1.66M | Sell |
16,235
-7,512
| -32% | -$769K | 0.04% | 431 |
|
|
2019
Q2 | $2.22M | Buy |
23,747
+4,451
| +23% | +$416K | 0.05% | 388 |
|
|
2019
Q1 | $1.84M | Buy |
19,296
+550
| +3% | +$52.3K | 0.04% | 413 |
|
|
2018
Q4 | $1.62M | Sell |
18,746
-2,658
| -12% | -$229K | 0.05% | 406 |
|
|
2018
Q3 | $2.41M | Buy |
21,404
+857
| +4% | +$96.6K | 0.06% | 356 |
|
|
2018
Q2 | $2.31M | Sell |
20,547
-573
| -3% | -$64.4K | 0.07% | 300 |
|
|
2018
Q1 | $2.03M | Buy |
21,120
+357
| +2% | +$34.2K | 0.08% | 279 |
|
|
2017
Q4 | $2.1M | Sell |
20,763
-1,113
| -5% | -$113K | 0.08% | 261 |
|
|
2017
Q3 | $2M | Sell |
21,876
-1,462
| -6% | -$134K | 0.07% | 258 |
|
|
2017
Q2 | $1.93M | Sell |
23,338
-2,435
| -9% | -$201K | 0.07% | 294 |
|
|
2017
Q1 | $2.04M | Sell |
25,773
-5,950
| -19% | -$471K | 0.07% | 279 |
|
|
2016
Q4 | $2.74M | Buy |
31,723
+2,979
| +10% | +$257K | 0.11% | 207 |
|
|
2016
Q3 | $2.32M | Buy |
28,744
+2,583
| +10% | +$208K | 0.1% | 219 |
|
|
2016
Q2 | $2.08M | Sell |
26,161
-278
| -1% | -$22.1K | 0.09% | 235 |
|
|
2016
Q1 | $2.29M | Buy |
26,439
+7,306
| +38% | +$633K | 0.11% | 196 |
|
|
2015
Q4 | $1.57M | Buy |
19,133
+355
| +2% | +$29K | 0.08% | 256 |
|
|
2015
Q3 | $1.44M | Sell |
18,778
-637
| -3% | -$49K | 0.08% | 262 |
|
|
2015
Q2 | $1.56M | Buy |
19,415
+792
| +4% | +$63.8K | 0.07% | 283 |
|
|
2015
Q1 | $1.46M | Sell |
18,623
-850
| -4% | -$66.8K | 0.07% | 289 |
|
|
2014
Q4 | $1.4M | Sell |
19,473
-3,687
| -16% | -$264K | 0.07% | 280 |
|
|
2014
Q3 | $1.88M | Sell |
23,160
-4,660
| -17% | -$379K | 0.09% | 233 |
|
|
2014
Q2 | $2.24M | Buy |
27,820
+1,895
| +7% | +$152K | 0.11% | 203 |
|
|
2014
Q1 | $2M | Buy |
25,925
+5,288
| +26% | +$408K | 0.11% | 209 |
|
|
2013
Q4 | $1.59M | Buy |
20,637
+276
| +1% | +$21.3K | 0.08% | 252 |
|
|
2013
Q3 | $1.18M | Sell |
20,361
-37
| -0.2% | -$2.14K | 0.06% | 293 |
|
|
2013
Q2 | $1.2M | Buy |
+20,398
| New | +$1.2M | 0.07% | 262 |
|