SWA
Sutton Wealth Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $289K | Buy |
2,405
+16
| +0.7% | +$1.92K | 0.14% | 89 |
|
|
2023
Q2 | $228K | Hold |
2,389
| – | – | 0.11% | 96 |
|
|
2023
Q1 | $242K | Sell |
2,389
-1,839
| -43% | -$186K | 0.13% | 90 |
|
|
2022
Q4 | $440K | Hold |
4,228
| – | – | 0.17% | 96 |
|
|
2022
Q3 | $341K | Buy |
4,228
+1,139
| +37% | +$91.9K | 0.14% | 112 |
|
|
2022
Q2 | $253K | Buy |
3,089
+544
| +21% | +$44.6K | 0.1% | 140 |
|
|
2022
Q1 | $220K | Buy |
2,545
+595
| +31% | +$51.4K | 0.08% | 172 |
|
|
2021
Q4 | $141K | Sell |
1,950
-14
| -0.7% | -$1.01K | 0.05% | 217 |
|
|
2021
Q3 | $138K | Sell |
1,964
-10
| -0.5% | -$700 | 0.05% | 211 |
|
|
2021
Q2 | $169K | Hold |
1,974
| – | – | 0.06% | 193 |
|
|
2021
Q1 | $161K | Buy |
1,974
+14
| +0.7% | +$1.14K | 0.06% | 192 |
|
|
2020
Q4 | $137K | Sell |
1,960
-60
| -3% | -$4.2K | 0.06% | 201 |
|
|
2020
Q3 | $105K | Buy |
2,020
+53
| +3% | +$2.75K | 0.05% | 210 |
|
|
2020
Q2 | $141K | Sell |
1,967
-152
| -7% | -$10.9K | 0.07% | 172 |
|
|
2020
Q1 | $114K | Sell |
2,119
-225
| -10% | -$12.1K | 0.07% | 179 |
|
|
2019
Q4 | $261K | Hold |
2,344
| – | – | 0.13% | 124 |
|
|
2019
Q3 | $240K | Buy |
2,344
+304
| +15% | +$31.1K | 0.13% | 122 |
|
|
2019
Q2 | $191K | Sell |
2,040
-7
| -0.3% | -$655 | 0.11% | 147 |
|
|
2019
Q1 | $195K | Buy |
2,047
+7
| +0.3% | +$666 | 0.11% | 143 |
|
|
2018
Q4 | $176K | Buy |
2,040
+103
| +5% | +$8.87K | 0.11% | 142 |
|
|
2018
Q3 | $218K | Hold |
1,937
| – | – | 0.14% | 118 |
|
|
2018
Q2 | $218K | Hold |
1,937
| – | – | 0.15% | 114 |
|
|
2018
Q1 | $186K | Hold |
1,937
| – | – | 0.13% | 129 |
|
|
2017
Q4 | $196K | Hold |
1,937
| – | – | 0.14% | 129 |
|
|
2017
Q3 | $177K | Hold |
1,937
| – | – | 0.14% | 131 |
|
|
2017
Q2 | $160K | Hold |
1,937
| – | – | 0.13% | 139 |
|
|
2017
Q1 | $153K | Sell |
1,937
-135
| -7% | -$10.7K | 0.13% | 136 |
|
|
2016
Q4 | $179K | Hold |
2,072
| – | – | 0.16% | 110 |
|
|
2016
Q3 | $167K | Buy |
2,072
+135
| +7% | +$10.9K | 0.15% | 112 |
|
|
2016
Q2 | $154K | Hold |
1,937
| – | – | 0.15% | 122 |
|
|
2016
Q1 | $168K | Buy |
+1,937
| New | +$168K | 0.16% | 112 |
|