TCI 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
Q3 | $276K | Buy |
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|
2025
Q2 | $242K | Buy |
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|
2025
Q1 | $247K | Buy |
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|
2024
Q4 | $227K | Sell |
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|
2024
Q3 | $269K | Buy |
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|
2024
Q2 | $281K | Sell |
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|
2024
Q1 | $326K | Sell |
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|
2023
Q4 | $280K | Sell |
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|
2023
Q3 | $264K | Buy |
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|
2023
Q2 | $210K | Sell |
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|
2023
Q1 | $243K | Buy |
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|
2022
Q4 | $241K | Sell |
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|
2022
Q3 | $193K | Buy |
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|
2022
Q2 | $193K | Sell |
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|
2022
Q1 | $205K | Buy |
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|
2021
Q4 | $129K | Buy |
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|
2021
Q3 | $108K | Sell |
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|
2021
Q2 | $134K | Sell |
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|
2021
Q1 | $132K | Buy |
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|
2020
Q4 | $99K | Sell |
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|
2020
Q3 | $80K | Sell |
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|
2020
Q2 | $167K | Sell |
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|
2020
Q1 | $126K | Sell |
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|
2019
Q4 | $300K | Sell |
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|
2019
Q3 | $338K | Hold |
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|
2019
Q2 | $309K | Sell |
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|
2019
Q1 | $315K | Sell |
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|
2018
Q4 | $286K | Sell |
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|
2018
Q3 | $378K | Sell |
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|
2018
Q2 | $416K | Buy |
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|
2018
Q1 | $267K | Hold |
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|
2017
Q4 | $281K | Hold |
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|
2017
Q3 | $255K | Hold |
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|
2017
Q2 | $230K | Hold |
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|
2017
Q1 | $220K | Sell |
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|
2016
Q4 | $246K | Sell |
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|
2016
Q3 | $238K | Sell |
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|
2016
Q2 | $246K | Hold |
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|
2016
Q1 | $269K | Buy |
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|
2015
Q4 | $247K | Hold |
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|
2015
Q3 | $232K | Buy |
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|
2015
Q2 | $231K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $214K | Buy |
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|
2014
Q3 | $234K | Sell |
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|
2014
Q2 | $237K | Hold |
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|
2014
Q1 | $227K | Hold |
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|
2013
Q4 | $228K | Hold |
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|
2013
Q3 | $171K | Sell |
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|
2013
Q2 | $181K | Buy |
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