SIAP
Sterling Investment Advisors (Pennsylvania)’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Sell |
2,189
-411
| -16% | -$49K | 0.06% | 166 |
|
|
2025
Q1 | $321K | Buy |
2,600
+236
| +10% | +$29.1K | 0.08% | 143 |
|
|
2024
Q4 | $269K | Hold |
2,364
| – | – | 0.07% | 138 |
|
|
2024
Q3 | $311K | Buy |
2,364
+171
| +8% | +$22.5K | 0.08% | 122 |
|
|
2024
Q2 | $310K | Hold |
2,193
| – | – | 0.08% | 116 |
|
|
2024
Q1 | $358K | Hold |
2,193
| – | – | 0.1% | 115 |
|
|
2023
Q4 | $292K | Buy |
2,193
+50
| +2% | +$6.66K | 0.09% | 115 |
|
|
2023
Q3 | $257K | Hold |
2,143
| – | – | 0.09% | 115 |
|
|
2023
Q2 | $204K | Hold |
2,143
| – | – | 0.07% | 130 |
|
|
2023
Q1 | $217K | Sell |
2,143
-80
| -4% | -$8.11K | 0.07% | 124 |
|
|
2022
Q4 | $231K | Sell |
2,223
-250
| -10% | -$26K | 0.08% | 127 |
|
|
2022
Q3 | $200K | Buy |
2,473
+175
| +8% | +$14.2K | 0.07% | 135 |
|
|
2022
Q2 | $188K | Buy |
2,298
+720
| +46% | +$58.9K | 0.06% | 138 |
|
|
2022
Q1 | $136K | Buy |
1,578
+250
| +19% | +$21.5K | 0.04% | 166 |
|
|
2021
Q4 | $96K | Hold |
1,328
| – | – | 0.03% | 199 |
|
|
2021
Q3 | $93K | Hold |
1,328
| – | – | 0.03% | 201 |
|
|
2021
Q2 | $114K | Sell |
1,328
-55
| -4% | -$4.72K | 0.03% | 187 |
|
|
2021
Q1 | $113K | Buy |
1,383
+110
| +9% | +$8.99K | 0.04% | 178 |
|
|
2020
Q4 | $89K | Hold |
1,273
| – | – | 0.03% | 187 |
|
|
2020
Q3 | $66K | Hold |
1,273
| – | – | 0.03% | 200 |
|
|
2020
Q2 | $91K | Buy |
1,273
+200
| +19% | +$14.3K | 0.04% | 171 |
|
|
2020
Q1 | $57K | Sell |
1,073
-200
| -16% | -$10.6K | 0.03% | 180 |
|
|
2019
Q4 | $141K | Hold |
1,273
| – | – | 0.06% | 134 |
|
|
2019
Q3 | $130K | Hold |
1,273
| – | – | 0.07% | 136 |
|
|
2019
Q2 | $119K | Hold |
1,273
| – | – | 0.06% | 143 |
|
|
2019
Q1 | $121K | Sell |
1,273
-82
| -6% | -$7.79K | 0.06% | 142 |
|
|
2018
Q4 | $116K | Hold |
1,355
| – | – | 0.07% | 137 |
|
|
2018
Q3 | $153K | Hold |
1,355
| – | – | 0.08% | 129 |
|
|
2018
Q2 | $152K | Hold |
1,355
| – | – | 0.09% | 120 |
|
|
2018
Q1 | $130K | Sell |
1,355
-200
| -13% | -$19.2K | 0.08% | 123 |
|
|
2017
Q4 | $157K | Hold |
1,555
| – | – | 0.1% | 118 |
|
|
2017
Q3 | $142K | Sell |
1,555
-460
| -23% | -$42K | 0.09% | 117 |
|
|
2017
Q2 | $167K | Hold |
2,015
| – | – | 0.11% | 112 |
|
|
2017
Q1 | $160K | Hold |
2,015
| – | – | 0.12% | 106 |
|
|
2016
Q4 | $174K | Buy |
+2,015
| New | +$174K | 0.14% | 96 |
|