VWA
V Wealth Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $589K | Sell |
4,905
-5,360
| -52% | -$644K | 0.47% | 47 |
|
|
2023
Q2 | $979K | Buy |
10,265
+1,152
| +13% | +$110K | 0.16% | 121 |
|
|
2023
Q1 | $924K | Buy |
9,113
+451
| +5% | +$45.7K | 0.17% | 132 |
|
|
2022
Q4 | $902K | Sell |
8,662
-465
| -5% | -$48.4K | 0.19% | 129 |
|
|
2022
Q3 | $736K | Sell |
9,127
-347
| -4% | -$28K | 0.15% | 145 |
|
|
2022
Q2 | $777K | Buy |
9,474
+159
| +2% | +$13K | 0.15% | 164 |
|
|
2022
Q1 | $805K | Sell |
9,315
-379
| -4% | -$32.8K | 0.13% | 175 |
|
|
2021
Q4 | $702K | Sell |
9,694
-1,095
| -10% | -$79.3K | 0.1% | 191 |
|
|
2021
Q3 | $755K | Sell |
10,789
-53
| -0.5% | -$3.71K | 0.12% | 184 |
|
|
2021
Q2 | $934K | Sell |
10,842
-1,021
| -9% | -$88K | 0.15% | 160 |
|
|
2021
Q1 | $968K | Buy |
11,863
+1,322
| +13% | +$108K | 0.18% | 146 |
|
|
2020
Q4 | $737K | Buy |
+10,541
| New | +$737K | 0.15% | 162 |
|
|
2020
Q3 | – | Sell |
-12,813
| Closed | -$922K | – | 291 |
|
|
2020
Q2 | $922K | Buy |
12,813
+244
| +2% | +$17.6K | 0.24% | 104 |
|
|
2020
Q1 | $674K | Buy |
12,569
+2,242
| +22% | +$120K | 0.21% | 124 |
|
|
2019
Q4 | $1.06M | Hold |
10,327
| – | – | 0.38% | 70 |
|
|
2019
Q3 | $1.06M | Buy |
10,327
+331
| +3% | +$33.9K | 0.38% | 70 |
|
|
2019
Q2 | $942K | Buy |
9,996
+1,872
| +23% | +$176K | 0.36% | 79 |
|
|
2019
Q1 | $763K | Buy |
8,124
+445
| +6% | +$41.8K | 0.31% | 87 |
|
|
2018
Q4 | $701K | Buy |
7,679
+1,388
| +22% | +$127K | 0.36% | 79 |
|
|
2018
Q3 | $710K | Buy |
6,291
+75
| +1% | +$8.46K | 0.33% | 83 |
|
|
2018
Q2 | $703K | Sell |
6,216
-99
| -2% | -$11.2K | 0.39% | 72 |
|
|
2018
Q1 | $596K | Buy |
6,315
+693
| +12% | +$65.4K | 0.32% | 89 |
|
|
2017
Q4 | $580K | Sell |
5,622
-167
| -3% | -$17.2K | 0.29% | 90 |
|
|
2017
Q3 | $532K | Sell |
5,789
-24
| -0.4% | -$2.21K | 0.27% | 90 |
|
|
2017
Q2 | $478K | Sell |
5,813
-407
| -7% | -$33.5K | 0.22% | 94 |
|
|
2017
Q1 | $494K | Buy |
6,220
+3,185
| +105% | +$253K | 0.3% | 86 |
|
|
2016
Q4 | $264K | Sell |
3,035
-19
| -0.6% | -$1.65K | 0.19% | 143 |
|
|
2016
Q3 | $244K | Sell |
3,054
-39
| -1% | -$3.12K | 0.2% | 143 |
|
|
2016
Q2 | $247K | Buy |
3,093
+77
| +3% | +$6.15K | 0.2% | 135 |
|
|
2016
Q1 | $264K | Buy |
+3,016
| New | +$264K | 0.21% | 110 |
|