SWA
Stratos Wealth Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Sell |
2,954
-9
| -0.3% | -$1.07K | 0.02% | 510 |
|
|
2025
Q1 | $366K | Buy |
2,963
+26
| +0.9% | +$3.21K | 0.02% | 508 |
|
|
2024
Q4 | $335K | Sell |
2,937
-708
| -19% | -$80.7K | 0.02% | 561 |
|
|
2024
Q3 | $479K | Sell |
3,645
-426
| -10% | -$56K | 0.02% | 509 |
|
|
2024
Q2 | $575K | Sell |
4,071
-8,903
| -69% | -$1.26M | 0.03% | 437 |
|
|
2024
Q1 | $2.12M | Sell |
12,974
-25,002
| -66% | -$4.08M | 0.13% | 188 |
|
|
2023
Q4 | $5.06M | Sell |
37,976
-629
| -2% | -$83.7K | 0.29% | 102 |
|
|
2023
Q3 | $4.64M | Sell |
38,605
-3,795
| -9% | -$456K | 0.31% | 92 |
|
|
2023
Q2 | $4.04M | Sell |
42,400
-1,728
| -4% | -$165K | 0.29% | 99 |
|
|
2023
Q1 | $4.47M | Sell |
44,128
-1,336
| -3% | -$135K | 0.34% | 83 |
|
|
2022
Q4 | $4.73M | Buy |
45,464
+2,080
| +5% | +$216K | 0.39% | 63 |
|
|
2022
Q3 | $3.5M | Buy |
43,384
+353
| +0.8% | +$28.5K | 0.37% | 69 |
|
|
2022
Q2 | $3.53M | Sell |
43,031
-365
| -0.8% | -$29.9K | 0.32% | 88 |
|
|
2022
Q1 | $3.75M | Sell |
43,396
-64
| -0.1% | -$5.53K | 0.3% | 87 |
|
|
2021
Q4 | $3.15M | Sell |
43,460
-1,919
| -4% | -$139K | 0.23% | 128 |
|
|
2021
Q3 | $3.18M | Buy |
45,379
+8,483
| +23% | +$594K | 0.27% | 106 |
|
|
2021
Q2 | $3.17M | Sell |
36,896
-946
| -2% | -$81.2K | 0.28% | 96 |
|
|
2021
Q1 | $3.09M | Buy |
37,842
+11,467
| +43% | +$935K | 0.33% | 86 |
|
|
2020
Q4 | $1.85M | Buy |
26,375
+1,994
| +8% | +$139K | 0.25% | 97 |
|
|
2020
Q3 | $1.26M | Buy |
24,381
+20,100
| +470% | +$1.04M | 0.31% | 85 |
|
|
2020
Q2 | $308K | Buy |
+4,281
| New | +$308K | 0.09% | 204 |
|