SFS
Strategic Financial Services’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $715K | Hold |
5,995
| – | – | 0.04% | 77 |
|
|
2025
Q1 | $740K | Hold |
5,995
| – | – | 0.04% | 72 |
|
|
2024
Q4 | $683K | Hold |
5,995
| – | – | 0.04% | 75 |
|
|
2024
Q3 | $788K | Hold |
5,995
| – | – | 0.05% | 71 |
|
|
2024
Q2 | $846K | Sell |
5,995
-50
| -0.8% | -$7.06K | 0.05% | 64 |
|
|
2024
Q1 | $987K | Sell |
6,045
-340
| -5% | -$55.5K | 0.06% | 61 |
|
|
2023
Q4 | $850K | Sell |
6,385
-375
| -6% | -$49.9K | 0.06% | 67 |
|
|
2023
Q3 | $812K | Sell |
6,760
-22
| -0.3% | -$2.64K | 0.06% | 69 |
|
|
2023
Q2 | $776K | Sell |
6,782
-348
| -5% | -$39.8K | 0.06% | 75 |
|
|
2023
Q1 | $723K | Sell |
7,130
-7,104
| -50% | -$720K | 0.06% | 75 |
|
|
2022
Q4 | $1.48M | Sell |
14,234
-5,756
| -29% | -$599K | 0.12% | 58 |
|
|
2022
Q3 | $1.61M | Sell |
19,990
-320
| -2% | -$25.8K | 0.14% | 59 |
|
|
2022
Q2 | $1.67M | Sell |
20,310
-948
| -4% | -$77.7K | 0.14% | 62 |
|
|
2022
Q1 | $1.84M | Sell |
21,258
-663
| -3% | -$57.3K | 0.14% | 65 |
|
|
2021
Q4 | $1.59M | Sell |
21,921
-1,941
| -8% | -$141K | 0.12% | 67 |
|
|
2021
Q3 | $1.67M | Sell |
23,862
-5,727
| -19% | -$401K | 0.13% | 66 |
|
|
2021
Q2 | $2.54M | Sell |
29,589
-1,273
| -4% | -$109K | 0.2% | 55 |
|
|
2021
Q1 | $2.52M | Sell |
30,862
-5,993
| -16% | -$489K | 0.21% | 56 |
|
|
2020
Q4 | $2.58M | Sell |
36,855
-3,793
| -9% | -$265K | 0.23% | 58 |
|
|
2020
Q3 | $2.11M | Sell |
40,648
-3,914
| -9% | -$203K | 0.22% | 61 |
|
|
2020
Q2 | $3.2M | Sell |
44,562
-25,519
| -36% | -$1.83M | 0.36% | 43 |
|
|
2020
Q1 | $3.76M | Buy |
70,081
+24,871
| +55% | +$1.33M | 0.5% | 34 |
|
|
2019
Q4 | $5.04M | Sell |
45,210
-7,819
| -15% | -$871K | 0.58% | 39 |
|
|
2019
Q3 | $5.43M | Sell |
53,029
-1,267
| -2% | -$130K | 0.69% | 41 |
|
|
2019
Q2 | $5.08M | Sell |
54,296
-1,035
| -2% | -$96.8K | 0.67% | 44 |
|
|
2019
Q1 | $5.27M | Sell |
55,331
-162
| -0.3% | -$15.4K | 0.73% | 36 |
|
|
2018
Q4 | $4.78M | Buy |
55,493
+25,668
| +86% | +$2.21M | 0.75% | 35 |
|
|
2018
Q3 | $3.36M | Sell |
29,825
-1,057
| -3% | -$119K | 0.5% | 55 |
|
|
2018
Q2 | $3.47M | Buy |
30,882
+391
| +1% | +$43.9K | 0.53% | 56 |
|
|
2018
Q1 | $2.93M | Sell |
30,491
-105
| -0.3% | -$10.1K | 0.48% | 66 |
|
|
2017
Q4 | $3.1M | Sell |
30,596
-137
| -0.4% | -$13.9K | 0.49% | 67 |
|
|
2017
Q3 | $2.82M | Buy |
30,733
+42
| +0.1% | +$3.85K | 0.46% | 70 |
|
|
2017
Q2 | $2.54M | Buy |
30,691
+253
| +0.8% | +$20.9K | 0.44% | 77 |
|
|
2017
Q1 | $2.41M | Buy |
30,438
+184
| +0.6% | +$14.6K | 0.44% | 78 |
|
|
2016
Q4 | $2.61M | Sell |
30,254
-22
| -0.1% | -$1.9K | 0.5% | 75 |
|
|
2016
Q3 | $2.44M | Buy |
30,276
+174
| +0.6% | +$14K | 0.48% | 76 |
|
|
2016
Q2 | $2.29M | Sell |
30,102
-80
| -0.3% | -$6.09K | 0.46% | 80 |
|
|
2016
Q1 | $2.61M | Buy |
30,182
+10,797
| +56% | +$935K | 0.61% | 70 |
|
|
2015
Q4 | $1.59M | Buy |
19,385
+482
| +3% | +$39.4K | 0.42% | 85 |
|
|
2015
Q3 | $1.45M | Buy |
18,903
+446
| +2% | +$34.3K | 0.4% | 88 |
|
|
2015
Q2 | $1.49M | Sell |
18,457
-432
| -2% | -$34.8K | 0.42% | 82 |
|
|
2015
Q1 | $1.49M | Sell |
18,889
-112
| -0.6% | -$8.81K | 0.38% | 85 |
|
|
2014
Q4 | $1.36M | Buy |
19,001
+181
| +1% | +$13K | 0.37% | 88 |
|
|
2014
Q3 | $1.53M | Buy |
18,820
+65
| +0.3% | +$5.28K | 0.43% | 89 |
|
|
2014
Q2 | $1.51M | Buy |
18,755
+105
| +0.6% | +$8.44K | 0.42% | 89 |
|
|
2014
Q1 | $1.44M | Buy |
18,650
+1,176
| +7% | +$90.6K | 0.42% | 91 |
|
|
2013
Q4 | $1.35M | Buy |
17,474
+374
| +2% | +$28.9K | 0.43% | 93 |
|
|
2013
Q3 | $989K | Sell |
17,100
-197
| -1% | -$11.4K | 0.33% | 96 |
|
|
2013
Q2 | $1.02M | Buy |
+17,297
| New | +$1.02M | 0.36% | 95 |
|