Strategic Wealth Partners’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 | $521K | Buy |
+4,363
| New | +$521K | 0.04% | 205 |
|
|
2024
Q4 | $674K | Sell |
5,368
-1,971
| -27% | -$247K | 0.06% | 177 |
|
|
2024
Q3 | $965K | Buy |
7,339
+58
| +0.8% | +$7.62K | 0.09% | 146 |
|
|
2024
Q2 | $1.03M | Buy |
7,281
+2,176
| +43% | +$307K | 0.11% | 136 |
|
|
2024
Q1 | $834K | Sell |
5,105
-24,884
| -83% | -$4.06M | 0.09% | 151 |
|
|
2023
Q4 | $3.99M | Buy |
29,989
+7,293
| +32% | +$971K | 0.49% | 71 |
|
|
2023
Q3 | $2.73M | Buy |
22,696
+791
| +4% | +$95K | 0.36% | 80 |
|
|
2023
Q2 | $2.09M | Buy |
21,905
+1,519
| +7% | +$145K | 0.27% | 108 |
|
|
2023
Q1 | $2.07M | Buy |
20,386
+1,623
| +9% | +$165K | 0.32% | 89 |
|
|
2022
Q4 | $1.95M | Buy |
18,763
+1,857
| +11% | +$193K | 0.36% | 84 |
|
|
2022
Q3 | $1.36M | Buy |
16,906
+727
| +4% | +$58.7K | 0.29% | 109 |
|
|
2022
Q2 | $1.33M | Buy |
16,179
+1,118
| +7% | +$91.7K | 0.29% | 103 |
|
|
2022
Q1 | $1.3M | Buy |
15,061
+1,811
| +14% | +$156K | 0.25% | 113 |
|
|
2021
Q4 | $960K | Buy |
13,250
+709
| +6% | +$51.4K | 0.18% | 143 |
|
|
2021
Q3 | $878K | Buy |
12,541
+2,455
| +24% | +$172K | 0.26% | 107 |
|
|
2021
Q2 | $866K | Sell |
10,086
-283
| -3% | -$24.3K | 0.28% | 94 |
|
|
2021
Q1 | $845K | Sell |
10,369
-219
| -2% | -$17.8K | 0.34% | 77 |
|
|
2020
Q4 | $741K | Sell |
10,588
-327
| -3% | -$22.9K | 0.31% | 83 |
|
|
2020
Q3 | $566K | Buy |
10,915
+847
| +8% | +$43.9K | 0.29% | 82 |
|
|
2020
Q2 | $724K | Buy |
+10,068
| New | +$724K | 0.37% | 75 |
|
|
2019
Q4 | – | Sell |
-74
| Closed | -$7 | – | 407 |
|
|
2019
Q3 | $7 | Buy |
74
+18
| +32% | +$2 | ﹤0.01% | 614 |
|
|
2019
Q2 | $5K | Hold |
56
| – | – | ﹤0.01% | 633 |
|
|
2019
Q1 | $5K | Buy |
+56
| New | +$5K | ﹤0.01% | 634 |
|