V Wealth Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $589K | Sell |
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|
2023
Q2 | $979K | Buy |
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|
2023
Q1 | $924K | Buy |
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|
2022
Q4 | $902K | Sell |
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|
2022
Q3 | $736K | Sell |
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|
2022
Q2 | $777K | Buy |
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|
2022
Q1 | $805K | Sell |
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|
2021
Q4 | $702K | Sell |
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|
2021
Q3 | $755K | Sell |
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|
2021
Q2 | $934K | Sell |
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|
2021
Q1 | $968K | Buy |
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|
2020
Q4 | $737K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $922K | Buy |
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|
2020
Q1 | $674K | Buy |
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|
2019
Q4 | $1.06M | Hold |
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|
2019
Q3 | $1.06M | Buy |
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|
2019
Q2 | $942K | Buy |
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|
2019
Q1 | $763K | Buy |
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|
2018
Q4 | $701K | Buy |
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|
2018
Q3 | $710K | Buy |
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|
2018
Q2 | $703K | Sell |
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|
2018
Q1 | $596K | Buy |
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|
2017
Q4 | $580K | Sell |
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|
2017
Q3 | $532K | Sell |
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|
2017
Q2 | $478K | Sell |
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|
2017
Q1 | $494K | Buy |
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|
2016
Q4 | $264K | Sell |
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|
2016
Q3 | $244K | Sell |
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|
2016
Q2 | $247K | Buy |
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|
2016
Q1 | $264K | Buy |
|