VA
Valmark Advisers’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $758K | Sell |
6,357
-54
| -0.8% | -$6.44K | 0.01% | 377 |
|
|
2025
Q1 | $792K | Sell |
6,411
-311
| -5% | -$38.4K | 0.01% | 348 |
|
|
2024
Q4 | $766K | Buy |
6,722
+101
| +2% | +$11.5K | 0.01% | 353 |
|
|
2024
Q3 | $870K | Buy |
6,621
+159
| +2% | +$20.9K | 0.01% | 327 |
|
|
2024
Q2 | $912K | Sell |
6,462
-7
| -0.1% | -$988 | 0.02% | 299 |
|
|
2024
Q1 | $1.06M | Buy |
6,469
+200
| +3% | +$32.7K | 0.02% | 260 |
|
|
2023
Q4 | $835K | Buy |
6,269
+128
| +2% | +$17K | 0.02% | 279 |
|
|
2023
Q3 | $738K | Buy |
6,141
+59
| +1% | +$7.09K | 0.02% | 268 |
|
|
2023
Q2 | $580K | Buy |
6,082
+3
| +0% | +$286 | 0.01% | 301 |
|
|
2023
Q1 | $616K | Sell |
6,079
-104
| -2% | -$10.5K | 0.01% | 288 |
|
|
2022
Q4 | $644K | Buy |
6,183
+50
| +0.8% | +$5.2K | 0.01% | 271 |
|
|
2022
Q3 | $495K | Buy |
6,133
+47
| +0.8% | +$3.79K | 0.01% | 282 |
|
|
2022
Q2 | $499K | Buy |
6,086
+614
| +11% | +$50.3K | 0.01% | 292 |
|
|
2022
Q1 | $473K | Buy |
5,472
+923
| +20% | +$79.8K | 0.01% | 307 |
|
|
2021
Q4 | $330K | Sell |
4,549
-495
| -10% | -$35.9K | 0.01% | 335 |
|
|
2021
Q3 | $353K | Sell |
5,044
-6,625
| -57% | -$464K | 0.01% | 306 |
|
|
2021
Q2 | $1M | Buy |
11,669
+408
| +4% | +$35K | 0.02% | 185 |
|
|
2021
Q1 | $918K | Buy |
11,261
+625
| +6% | +$51K | 0.02% | 188 |
|
|
2020
Q4 | $744K | Buy |
+10,636
| New | +$744K | 0.02% | 204 |
|