Stratos Wealth Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Sell |
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|
2025
Q1 | $366K | Buy |
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|
2024
Q4 | $335K | Sell |
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|
2024
Q3 | $479K | Sell |
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|
2024
Q2 | $575K | Sell |
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|
2024
Q1 | $2.12M | Sell |
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|
2023
Q4 | $5.06M | Sell |
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|
2023
Q3 | $4.64M | Sell |
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|
2023
Q2 | $4.04M | Sell |
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|
2023
Q1 | $4.47M | Sell |
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|
2022
Q4 | $4.73M | Buy |
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|
2022
Q3 | $3.5M | Buy |
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|
2022
Q2 | $3.53M | Sell |
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|
2022
Q1 | $3.75M | Sell |
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|
2021
Q4 | $3.15M | Sell |
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|
2021
Q3 | $3.18M | Buy |
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|
2021
Q2 | $3.17M | Sell |
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|
2021
Q1 | $3.09M | Buy |
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|
2020
Q4 | $1.84M | Buy |
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|
2020
Q3 | $1.26M | Buy |
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|
2020
Q2 | $308K | Buy |
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