SP
SWS Partners’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22M | Sell |
18,598
-1,974
| -10% | -$236K | 0.6% | 59 |
|
|
2025
Q1 | $2.54M | Sell |
20,572
-775
| -4% | -$95.7K | 0.83% | 43 |
|
|
2024
Q4 | $2.43M | Buy |
21,347
+2,685
| +14% | +$306K | 0.74% | 52 |
|
|
2024
Q3 | $2.45M | Sell |
18,662
-6,100
| -25% | -$802K | 0.78% | 46 |
|
|
2024
Q2 | $3.49M | Buy |
24,762
+1,823
| +8% | +$257K | 1.04% | 32 |
|
|
2024
Q1 | $3.75M | Sell |
22,939
-648
| -3% | -$106K | 1.12% | 29 |
|
|
2023
Q4 | $3.14M | Sell |
23,587
-4,524
| -16% | -$602K | 1.02% | 33 |
|
|
2023
Q3 | $3.38M | Sell |
28,111
-3,052
| -10% | -$367K | 1.25% | 19 |
|
|
2023
Q2 | $2.97M | Buy |
31,163
+1,799
| +6% | +$171K | 1.07% | 29 |
|
|
2023
Q1 | $2.98M | Buy |
29,364
+878
| +3% | +$89K | 1.11% | 23 |
|
|
2022
Q4 | $2.97M | Sell |
28,486
-591
| -2% | -$61.5K | 1.41% | 18 |
|
|
2022
Q3 | $2.35M | Buy |
29,077
+2,479
| +9% | +$200K | 1.09% | 30 |
|
|
2022
Q2 | $2.18M | Sell |
26,598
-3,063
| -10% | -$251K | 1.84% | 18 |
|
|
2022
Q1 | $2.57M | Buy |
29,661
+5,718
| +24% | +$495K | 1.68% | 22 |
|
|
2021
Q4 | $1.74M | Buy |
23,943
+1,581
| +7% | +$115K | 0.99% | 59 |
|
|
2021
Q3 | $1.57M | Buy |
22,362
+3,363
| +18% | +$236K | 0.97% | 54 |
|
|
2021
Q2 | $1.63M | Buy |
18,999
+445
| +2% | +$38.2K | 1.06% | 47 |
|
|
2021
Q1 | $1.51M | Buy |
18,554
+891
| +5% | +$72.7K | 1.04% | 49 |
|
|
2020
Q4 | $1.24M | Buy |
17,663
+1,742
| +11% | +$122K | 0.55% | 75 |
|
|
2020
Q3 | $825K | Buy |
15,921
+2,686
| +20% | +$139K | 0.41% | 76 |
|
|
2020
Q2 | $821K | Buy |
+13,235
| New | +$821K | 1.05% | 47 |
|
|
2018
Q2 | – | Sell |
-92
| Closed | -$9K | – | 259 |
|
|
2018
Q1 | $9K | Hold |
92
| – | – | 0.01% | 270 |
|
|
2017
Q4 | $9K | Buy |
+92
| New | +$9K | 0.01% | 271 |
|