Valley Wealth Managers’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 | $11.9K | Sell |
100
-75
| -43% | -$8.95K | ﹤0.01% | 238 |
|
|
2025
Q1 | $21.6K | Hold |
175
| – | – | ﹤0.01% | 244 |
|
|
2024
Q4 | $19.9K | Hold |
175
| – | – | ﹤0.01% | 261 |
|
|
2024
Q3 | $23K | Buy |
175
+75
| +75% | +$9.86K | ﹤0.01% | 262 |
|
|
2024
Q2 | $14.1K | Hold |
100
| – | – | ﹤0.01% | 278 |
|
|
2024
Q1 | $16.3K | Sell |
100
-75
| -43% | -$12.3K | ﹤0.01% | 251 |
|
|
2023
Q4 | $23.3K | Hold |
175
| – | – | ﹤0.01% | 241 |
|
|
2023
Q3 | $21K | Hold |
175
| – | – | ﹤0.01% | 252 |
|
|
2023
Q2 | $16.7K | Hold |
175
| – | – | ﹤0.01% | 256 |
|
|
2023
Q1 | $17.7K | Sell |
175
-25
| -13% | -$2.54K | ﹤0.01% | 262 |
|
|
2022
Q4 | $20.8K | Sell |
200
-125
| -38% | -$13K | ﹤0.01% | 265 |
|
|
2022
Q3 | $26K | Buy |
325
+125
| +63% | +$10K | ﹤0.01% | 274 |
|
|
2022
Q2 | $16K | Buy |
+200
| New | +$16K | ﹤0.01% | 307 |
|
|
2018
Q4 | – | Sell |
-13,142
| Closed | -$1.48M | – | 172 |
|
|
2018
Q3 | $1.48M | Buy |
+13,142
| New | +$1.48M | 0.18% | 81 |
|
|
2017
Q3 | – | Sell |
-2,918
| Closed | -$241K | – | 128 |
|
|
2017
Q2 | $241K | Sell |
2,918
-2,163
| -43% | -$179K | 0.03% | 118 |
|
|
2017
Q1 | $403K | Sell |
5,081
-2,549
| -33% | -$202K | 0.05% | 108 |
|
|
2016
Q4 | $659K | Sell |
7,630
-1,124
| -13% | -$97.1K | 0.09% | 97 |
|
|
2016
Q3 | $705K | Buy |
8,754
+1,060
| +14% | +$85.4K | 0.1% | 95 |
|
|
2016
Q2 | $611K | Buy |
7,694
+3,486
| +83% | +$277K | 0.09% | 95 |
|
|
2016
Q1 | $364K | Buy |
+4,208
| New | +$364K | 0.06% | 90 |
|
|
2014
Q4 | – | Sell |
-2,650
| Closed | -$215K | – | 110 |
|
|
2014
Q3 | $215K | Buy |
+2,650
| New | +$215K | 0.04% | 99 |
|
|
2013
Q3 | – | Sell |
-46,004
| Closed | -$2.71M | – | 104 |
|
|
2013
Q2 | $2.71M | Buy |
+46,004
| New | +$2.71M | 0.61% | 46 |
|