TWA
TCI Wealth Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Buy |
2,031
+27
| +1% | +$3.22K | 0.02% | 210 |
|
|
2025
Q1 | $247K | Buy |
2,004
+12
| +0.6% | +$1.48K | 0.02% | 190 |
|
|
2024
Q4 | $227K | Sell |
1,992
-53
| -3% | -$6.04K | 0.02% | 207 |
|
|
2024
Q3 | $269K | Buy |
2,045
+51
| +3% | +$6.7K | 0.02% | 195 |
|
|
2024
Q2 | $281K | Sell |
1,994
-4
| -0.2% | -$565 | 0.03% | 179 |
|
|
2024
Q1 | $326K | Sell |
1,998
-102
| -5% | -$16.7K | 0.03% | 159 |
|
|
2023
Q4 | $280K | Sell |
2,100
-100
| -5% | -$13.3K | 0.03% | 165 |
|
|
2023
Q3 | $264K | Buy |
2,200
+2
| +0.1% | +$240 | 0.03% | 165 |
|
|
2023
Q2 | $210K | Sell |
2,198
-197
| -8% | -$18.8K | 0.03% | 181 |
|
|
2023
Q1 | $243K | Buy |
2,395
+83
| +4% | +$8.42K | 0.03% | 161 |
|
|
2022
Q4 | $241K | Sell |
2,312
-85
| -4% | -$8.85K | 0.03% | 157 |
|
|
2022
Q3 | $193K | Buy |
2,397
+48
| +2% | +$3.87K | 0.03% | 169 |
|
|
2022
Q2 | $193K | Sell |
2,349
-23
| -1% | -$1.89K | 0.03% | 167 |
|
|
2022
Q1 | $205K | Buy |
2,372
+585
| +33% | +$50.6K | 0.03% | 174 |
|
|
2021
Q4 | $129K | Buy |
1,787
+251
| +16% | +$18.1K | 0.02% | 227 |
|
|
2021
Q3 | $108K | Sell |
1,536
-24
| -2% | -$1.69K | 0.02% | 255 |
|
|
2021
Q2 | $134K | Sell |
1,560
-59
| -4% | -$5.07K | 0.02% | 211 |
|
|
2021
Q1 | $132K | Buy |
1,619
+210
| +15% | +$17.1K | 0.06% | 185 |
|
|
2020
Q4 | $99K | Sell |
1,409
-126
| -8% | -$8.85K | 0.04% | 207 |
|
|
2020
Q3 | $80K | Sell |
1,535
-789
| -34% | -$41.1K | 0.03% | 224 |
|
|
2020
Q2 | $167K | Sell |
2,324
-32
| -1% | -$2.3K | 0.07% | 148 |
|
|
2020
Q1 | $126K | Sell |
2,356
-338
| -13% | -$18.1K | 0.06% | 176 |
|
|
2019
Q4 | $300K | Sell |
2,694
-609
| -18% | -$67.8K | 0.12% | 129 |
|
|
2019
Q3 | $338K | Hold |
3,303
| – | – | 0.15% | 105 |
|
|
2019
Q2 | $309K | Sell |
3,303
-12
| -0.4% | -$1.12K | 0.14% | 109 |
|
|
2019
Q1 | $315K | Sell |
3,315
-1
| -0% | -$95 | 0.14% | 107 |
|
|
2018
Q4 | $286K | Sell |
3,316
-38
| -1% | -$3.28K | 0.14% | 106 |
|
|
2018
Q3 | $378K | Sell |
3,354
-346
| -9% | -$39K | 0.16% | 103 |
|
|
2018
Q2 | $416K | Buy |
3,700
+921
| +33% | +$104K | 0.19% | 96 |
|
|
2018
Q1 | $267K | Hold |
2,779
| – | – | 0.12% | 119 |
|
|
2017
Q4 | $281K | Hold |
2,779
| – | – | 0.12% | 125 |
|
|
2017
Q3 | $255K | Hold |
2,779
| – | – | 0.12% | 119 |
|
|
2017
Q2 | $230K | Hold |
2,779
| – | – | 0.12% | 124 |
|
|
2017
Q1 | $220K | Sell |
2,779
-66
| -2% | -$5.23K | 0.11% | 121 |
|
|
2016
Q4 | $246K | Sell |
2,845
-106
| -4% | -$9.17K | 0.13% | 116 |
|
|
2016
Q3 | $238K | Sell |
2,951
-150
| -5% | -$12.1K | 0.13% | 113 |
|
|
2016
Q2 | $246K | Hold |
3,101
| – | – | 0.14% | 114 |
|
|
2016
Q1 | $269K | Buy |
3,101
+85
| +3% | +$7.37K | 0.15% | 106 |
|
|
2015
Q4 | $247K | Hold |
3,016
| – | – | 0.14% | 114 |
|
|
2015
Q3 | $232K | Buy |
3,016
+150
| +5% | +$11.5K | 0.14% | 116 |
|
|
2015
Q2 | $231K | Buy |
+2,866
| New | +$231K | 0.13% | 118 |
|
|
2015
Q1 | – | Sell |
-2,987
| Closed | -$214K | – | 937 |
|
|
2014
Q4 | $214K | Buy |
2,987
+105
| +4% | +$7.52K | 0.13% | 117 |
|
|
2014
Q3 | $234K | Sell |
2,882
-68
| -2% | -$5.52K | 0.15% | 108 |
|
|
2014
Q2 | $237K | Hold |
2,950
| – | – | 0.14% | 112 |
|
|
2014
Q1 | $227K | Hold |
2,950
| – | – | 0.15% | 113 |
|
|
2013
Q4 | $228K | Hold |
2,950
| – | – | 0.14% | 109 |
|
|
2013
Q3 | $171K | Sell |
2,950
-124
| -4% | -$7.19K | 0.13% | 117 |
|
|
2013
Q2 | $181K | Buy |
+3,074
| New | +$181K | 0.14% | 109 |
|