Steward Partners Investment Advisory’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 | $12.9M | Buy |
108,175
+699
| +0.7% | +$83.4K | 0.1% | 204 |
|
|
2025
Q1 | $13.3M | Buy |
107,476
+1,572
| +1% | +$194K | 0.12% | 174 |
|
|
2024
Q4 | $12.1M | Sell |
105,904
-19,264
| -15% | -$2.19M | 0.11% | 188 |
|
|
2024
Q3 | $16.5M | Buy |
125,168
+16,687
| +15% | +$2.19M | 0.15% | 139 |
|
|
2024
Q2 | $15.3M | Sell |
108,481
-578
| -0.5% | -$81.6K | 0.16% | 127 |
|
|
2024
Q1 | $17.8M | Buy |
109,059
+99
| +0.1% | +$16.2K | 0.2% | 105 |
|
|
2023
Q4 | $14.5M | Buy |
108,960
+11,850
| +12% | +$1.58M | 0.2% | 111 |
|
|
2023
Q3 | $11.7M | Buy |
97,110
+402
| +0.4% | +$48.3K | 0.18% | 123 |
|
|
2023
Q2 | $9.22M | Buy |
96,708
+384
| +0.4% | +$36.6K | 0.14% | 161 |
|
|
2023
Q1 | $9.77M | Sell |
96,324
-4,030
| -4% | -$409K | 0.16% | 149 |
|
|
2022
Q4 | $10.4M | Buy |
100,354
+1,843
| +2% | +$192K | 0.18% | 137 |
|
|
2022
Q3 | $7.95M | Sell |
98,511
-31,739
| -24% | -$2.56M | 0.15% | 160 |
|
|
2022
Q2 | $10.7M | Sell |
130,250
-1,206
| -0.9% | -$98.9K | 0.2% | 126 |
|
|
2022
Q1 | $11.4M | Buy |
131,456
+67,921
| +107% | +$5.87M | 0.18% | 133 |
|
|
2021
Q4 | $4.6M | Sell |
63,535
-2,079
| -3% | -$151K | 0.07% | 286 |
|
|
2021
Q3 | $4.6M | Buy |
65,614
+2,297
| +4% | +$161K | 0.08% | 264 |
|
|
2021
Q2 | $5.43M | Sell |
63,317
-958
| -1% | -$82.2K | 0.09% | 231 |
|
|
2021
Q1 | $5.24M | Buy |
64,275
+3,773
| +6% | +$308K | 0.09% | 229 |
|
|
2020
Q4 | $4.23M | Sell |
60,502
-22,112
| -27% | -$1.55M | 0.09% | 224 |
|
|
2020
Q3 | $4.28M | Buy |
82,614
+12,449
| +18% | +$645K | 0.11% | 201 |
|
|
2020
Q2 | $5.05M | Buy |
70,165
+9,837
| +16% | +$707K | 0.14% | 169 |
|
|
2020
Q1 | $3.24M | Sell |
60,328
-2,159
| -3% | -$116K | 0.12% | 186 |
|
|
2019
Q4 | $6.96M | Sell |
62,487
-105
| -0.2% | -$11.7K | 0.21% | 115 |
|
|
2019
Q3 | $6.41M | Buy |
62,592
+2,834
| +5% | +$290K | 0.22% | 112 |
|
|
2019
Q2 | $5.59M | Buy |
59,758
+2,509
| +4% | +$235K | 0.21% | 118 |
|
|
2019
Q1 | $5.45M | Buy |
57,249
+586
| +1% | +$55.8K | 0.23% | 106 |
|
|
2018
Q4 | $4.88M | Sell |
56,663
-4,633
| -8% | -$399K | 0.24% | 104 |
|
|
2018
Q3 | $6.91M | Buy |
61,296
+3,781
| +7% | +$426K | 0.33% | 73 |
|
|
2018
Q2 | $6.46M | Buy |
57,515
+1,498
| +3% | +$168K | 0.39% | 57 |
|
|
2018
Q1 | $5.37M | Buy |
56,017
+2,769
| +5% | +$266K | 0.37% | 60 |
|
|
2017
Q4 | $5.39M | Buy |
53,248
+563
| +1% | +$56.9K | 0.41% | 59 |
|
|
2017
Q3 | $4.83M | Buy |
52,685
+4,973
| +10% | +$456K | 0.49% | 55 |
|
|
2017
Q2 | $3.95M | Buy |
47,712
+8,590
| +22% | +$710K | 0.44% | 59 |
|
|
2017
Q1 | $3.1M | Buy |
39,122
+30,707
| +365% | +$2.43M | 0.47% | 55 |
|
|
2016
Q4 | $727K | Buy |
+8,415
| New | +$727K | 0.33% | 70 |
|