TD Private Client Wealth’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.67M | Sell |
22,389
-2,275
| -9% | -$271K | 0.07% | 200 |
|
|
2025
Q1 | $3.05M | Sell |
24,664
-1,547
| -6% | -$191K | 0.08% | 172 |
|
|
2024
Q4 | $2.99M | Sell |
26,211
-1,196
| -4% | -$136K | 0.08% | 174 |
|
|
2024
Q3 | $3.6M | Sell |
27,407
-1,778
| -6% | -$234K | 0.1% | 150 |
|
|
2024
Q2 | $4.12M | Sell |
29,185
-2,061
| -7% | -$291K | 0.13% | 120 |
|
|
2024
Q1 | $5.1M | Buy |
31,246
+241
| +0.8% | +$39.4K | 0.17% | 99 |
|
|
2023
Q4 | $4.13M | Buy |
31,005
+2,974
| +11% | +$396K | 0.15% | 118 |
|
|
2023
Q3 | $3.37M | Buy |
28,031
+297
| +1% | +$35.7K | 0.15% | 140 |
|
|
2023
Q2 | $2.65M | Sell |
27,734
-89
| -0.3% | -$8.49K | 0.11% | 179 |
|
|
2023
Q1 | $2.82M | Buy |
27,823
+1,590
| +6% | +$161K | 0.13% | 167 |
|
|
2022
Q4 | $2.73M | Buy |
26,233
+1,698
| +7% | +$177K | 0.13% | 161 |
|
|
2022
Q3 | $1.98M | Buy |
24,535
+1,220
| +5% | +$98.5K | 0.1% | 209 |
|
|
2022
Q2 | $1.91M | Buy |
23,315
+113
| +0.5% | +$9.27K | 0.09% | 211 |
|
|
2022
Q1 | $2M | Buy |
23,202
+5,979
| +35% | +$517K | 0.09% | 236 |
|
|
2021
Q4 | $1.25M | Sell |
17,223
-6,350
| -27% | -$460K | 0.05% | 309 |
|
|
2021
Q3 | $1.65M | Sell |
23,573
-103
| -0.4% | -$7.21K | 0.07% | 267 |
|
|
2021
Q2 | $2.03M | Buy |
23,676
+1,254
| +6% | +$108K | 0.09% | 233 |
|
|
2021
Q1 | $1.83M | Buy |
22,422
+8,157
| +57% | +$665K | 0.09% | 240 |
|
|
2020
Q4 | $998K | Sell |
14,265
-15,041
| -51% | -$1.05M | 0.05% | 300 |
|
|
2020
Q3 | $1.52M | Buy |
29,306
+3,090
| +12% | +$160K | 0.09% | 234 |
|
|
2020
Q2 | $1.88M | Sell |
26,216
-2,180
| -8% | -$157K | 0.11% | 194 |
|
|
2020
Q1 | $1.52M | Sell |
28,396
-4,129
| -13% | -$222K | 0.11% | 175 |
|
|
2019
Q4 | $3.62M | Buy |
+32,525
| New | +$3.62M | 0.22% | 119 |
|