United Capital Financial Advisors’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 | $4.31M | Sell |
36,165
-1,607
| -4% | -$192K | 0.03% | 303 |
|
|
2025
Q1 | $4.66M | Buy |
37,772
+3,002
| +9% | +$371K | 0.04% | 279 |
|
|
2024
Q4 | $3.96M | Sell |
34,770
-1,313
| -4% | -$150K | 0.03% | 296 |
|
|
2024
Q3 | $4.74M | Sell |
36,083
-377
| -1% | -$49.6K | 0.04% | 272 |
|
|
2024
Q2 | $5.15M | Sell |
36,460
-3,057
| -8% | -$432K | 0.04% | 252 |
|
|
2024
Q1 | $6.45M | Sell |
39,517
-1,417
| -3% | -$231K | 0.05% | 236 |
|
|
2023
Q4 | $5.45M | Buy |
40,934
+3,595
| +10% | +$479K | 0.05% | 275 |
|
|
2023
Q3 | $4.49M | Sell |
37,339
-5,976
| -14% | -$718K | 0.03% | 314 |
|
|
2023
Q2 | $4.13M | Sell |
43,315
-12,395
| -22% | -$1.18M | 0.02% | 341 |
|
|
2023
Q1 | $5.65M | Sell |
55,710
-13,747
| -20% | -$1.39M | 0.03% | 306 |
|
|
2022
Q4 | $7.23M | Buy |
69,457
+8,463
| +14% | +$881K | 0.04% | 288 |
|
|
2022
Q3 | $4.92M | Buy |
60,994
+15,667
| +35% | +$1.26M | 0.03% | 319 |
|
|
2022
Q2 | $3.72M | Sell |
45,327
-1,480
| -3% | -$121K | 0.02% | 385 |
|
|
2022
Q1 | $4.04M | Sell |
46,807
-4,504
| -9% | -$389K | 0.02% | 399 |
|
|
2021
Q4 | $3.72M | Sell |
51,311
-306
| -0.6% | -$22.2K | 0.02% | 423 |
|
|
2021
Q3 | $3.62M | Buy |
51,617
+11
| +0% | +$770 | 0.02% | 422 |
|
|
2021
Q2 | $4.43M | Buy |
51,606
+1,530
| +3% | +$131K | 0.02% | 389 |
|
|
2021
Q1 | $4.08M | Buy |
50,076
+489
| +1% | +$39.9K | 0.02% | 382 |
|
|
2020
Q4 | $3.47M | Sell |
49,587
-8,559
| -15% | -$599K | 0.02% | 409 |
|
|
2020
Q3 | $3.01M | Buy |
58,146
+2,733
| +5% | +$142K | 0.02% | 424 |
|
|
2020
Q2 | $3.98M | Sell |
55,413
-1,259
| -2% | -$90.5K | 0.03% | 394 |
|
|
2020
Q1 | $3.04M | Sell |
56,672
-4,936
| -8% | -$265K | 0.03% | 416 |
|
|
2019
Q4 | $6.86M | Sell |
61,608
-177,352
| -74% | -$19.8M | 0.04% | 360 |
|
|
2019
Q3 | $24.5M | Buy |
238,960
+2,316
| +1% | +$237K | 0.17% | 135 |
|
|
2019
Q2 | $22.1M | Buy |
236,644
+34,592
| +17% | +$3.24M | 0.14% | 149 |
|
|
2019
Q1 | $19.2M | Buy |
202,052
+29,640
| +17% | +$2.82M | 0.14% | 164 |
|
|
2018
Q4 | $14.9M | Buy |
172,412
+15,773
| +10% | +$1.36M | 0.12% | 177 |
|
|
2018
Q3 | $17.7M | Buy |
156,639
+15,927
| +11% | +$1.8M | 0.12% | 179 |
|
|
2018
Q2 | $15.8M | Buy |
140,712
+438
| +0.3% | +$49.2K | 0.12% | 194 |
|
|
2018
Q1 | $13.5M | Buy |
140,274
+115
| +0.1% | +$11K | 0.1% | 225 |
|
|
2017
Q4 | $14.3M | Sell |
140,159
-409
| -0.3% | -$41.7K | 0.11% | 216 |
|
|
2017
Q3 | $12.9M | Buy |
140,568
+840
| +0.6% | +$77K | 0.11% | 230 |
|
|
2017
Q2 | $11.6M | Buy |
139,728
+5,882
| +4% | +$486K | 0.1% | 237 |
|
|
2017
Q1 | $10.6M | Buy |
133,846
+5,441
| +4% | +$431K | 0.1% | 243 |
|
|
2016
Q4 | $11.1M | Buy |
128,405
+9,706
| +8% | +$839K | 0.11% | 223 |
|
|
2016
Q3 | $9.56M | Buy |
118,699
+15,569
| +15% | +$1.25M | 0.09% | 269 |
|
|
2016
Q2 | $8.15M | Buy |
103,130
+16,838
| +20% | +$1.33M | 0.08% | 286 |
|
|
2016
Q1 | $7.47M | Buy |
86,292
+10,981
| +15% | +$951K | 0.08% | 262 |
|
|
2015
Q4 | $6.16M | Buy |
75,311
+9,923
| +15% | +$812K | 0.07% | 290 |
|
|
2015
Q3 | $5.02M | Buy |
65,388
+10,587
| +19% | +$813K | 0.06% | 321 |
|
|
2015
Q2 | $4.42M | Buy |
54,801
+9,494
| +21% | +$765K | 0.05% | 367 |
|
|
2015
Q1 | $3.59M | Buy |
45,307
+37,004
| +446% | +$2.93M | 0.04% | 414 |
|
|
2014
Q4 | $595K | Sell |
8,303
-258
| -3% | -$18.5K | 0.01% | 770 |
|
|
2014
Q3 | $696K | Buy |
+8,561
| New | +$696K | 0.01% | 700 |
|
|
2014
Q2 | – | Sell |
-7,530
| Closed | -$580K | – | 899 |
|
|
2014
Q1 | $580K | Buy |
7,530
+4,155
| +123% | +$320K | 0.01% | 609 |
|
|
2013
Q4 | $260K | Sell |
3,375
-6,488
| -66% | -$500K | 0.01% | 556 |
|
|
2013
Q3 | $570K | Sell |
9,863
-8,536
| -46% | -$493K | 0.02% | 419 |
|
|
2013
Q2 | $1.08M | Buy |
+18,399
| New | +$1.08M | 0.03% | 394 |
|