Toth Financial Advisory’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	$81.4K	Hold	682	–	–	0.01%	263
2025 Q1	$84.2K	Hold	682	–	–	0.01%	250
2024 Q4	$77.7K	Hold	682	–	–	0.01%	258
2024 Q3	$89.7K	Hold	682	–	–	0.01%	237
2024 Q2	$96.3K	Hold	682	–	–	0.01%	244
2024 Q1	$111K	Hold	682	–	–	0.01%	230
2023 Q4	$90.8K	Hold	682	–	–	0.01%	244
2023 Q3	$81.9K	Hold	682	–	–	0.01%	228
2023 Q2	$65.1K	Sell	682 -13	-2%	-$1.24K	0.01%	250
2023 Q1	$70.5K	Buy	695 +13	+2%	+$1.32K	0.01%	249
2022 Q4	$71K	Hold	682	–	–	0.01%	247
2022 Q3	$55K	Sell	682 -14	-2%	-$1.13K	0.01%	264
2022 Q2	$57K	Buy	696 +14	+2%	+$1.15K	0.01%	253
2022 Q1	$59K	Hold	682	–	–	0.01%	273
2021 Q4	$49K	Hold	682	–	–	0.01%	301
2021 Q3	$48K	Hold	682	–	–	0.01%	315
2021 Q2	$59K	Hold	682	–	–	0.01%	273
2021 Q1	$56K	Hold	682	–	–	0.01%	288
2020 Q4	$48K	Hold	682	–	–	0.01%	260
2020 Q3	$35K	Hold	682	–	–	0.01%	260
2020 Q2	$49K	Sell	682 -24	-3%	-$1.72K	0.01%	229
2020 Q1	$38K	Hold	706	–	–	0.01%	191
2019 Q4	$79K	Hold	706	–	–	0.02%	189
2019 Q3	$72K	Hold	706	–	–	0.02%	205
2019 Q2	$66K	Buy	706 +8	+1%	+$748	0.01%	207
2019 Q1	$66K	Buy	698 +6	+0.9%	+$567	0.02%	197
2018 Q4	$60K	Buy	692 +5	+0.7%	+$434	0.02%	172
2018 Q3	$77K	Buy	687 +5	+0.7%	+$560	0.02%	192
2018 Q2	$77K	Buy	682 +5	+0.7%	+$565	0.02%	190
2018 Q1	$65K	Buy	677 +5	+0.7%	+$480	0.02%	199
2017 Q4	$68K	Buy	+672	New	+$68K	0.02%	195