Valeo Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Buy |
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|
2025
Q1 | $1.85M | Buy |
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|
2024
Q4 | $1.62M | Sell |
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|
2024
Q3 | $1.91M | Buy |
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|
2024
Q2 | $1.82M | Buy |
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|
2024
Q1 | $2.02M | Sell |
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|
2023
Q4 | $1.85M | Sell |
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|
2023
Q3 | $1.68M | Buy |
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|
2023
Q2 | $1.23M | Buy |
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|
2023
Q1 | $1.12M | Buy |
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|
2022
Q4 | $1.15M | Sell |
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|
2022
Q3 | $944K | Buy |
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|
2022
Q2 | $801K | Buy |
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|
2022
Q1 | $817K | Buy |
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|
2021
Q4 | $652K | Buy |
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|
2021
Q3 | $619K | Buy |
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|
2021
Q2 | $423K | Sell |
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|
2021
Q1 | $403K | Sell |
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|
2020
Q4 | $444K | Buy |
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|
2020
Q3 | $229K | Buy |
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|
2020
Q2 | $248K | Buy |
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|
2020
Q1 | $212K | Buy |
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|
2019
Q4 | $382K | Sell |
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|
2019
Q3 | $406K | Sell |
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|
2019
Q2 | $510K | Sell |
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|
2019
Q1 | $533K | Sell |
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|
2018
Q4 | $511K | Sell |
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|
2018
Q3 | $644K | Buy |
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|
2018
Q2 | $735K | Buy |
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|
2018
Q1 | $573K | Buy |
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|
2017
Q4 | $549K | Buy |
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|
2017
Q3 | $384K | Buy |
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