Vanguard Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.05M | Buy |
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|
2025
Q2 | $602K | Buy |
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|
2025
Q1 | $274K | Sell |
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|
2024
Q4 | $477K | Sell |
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|
2024
Q3 | $800K | Buy |
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|
2024
Q2 | $818K | Buy |
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|
2024
Q1 | $686K | Sell |
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|
2023
Q4 | $584K | Sell |
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|
2023
Q3 | $561K | Sell |
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|
2023
Q2 | $533K | Buy |
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|
2023
Q1 | $453K | Buy |
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|
2022
Q4 | $431K | Sell |
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|
2022
Q3 | $532K | Sell |
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|
2022
Q2 | $543K | Sell |
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|
2022
Q1 | $842K | Buy |
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|
2021
Q4 | $368K | Buy |
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|
2021
Q3 | $278 | Sell |
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|
2021
Q2 | $296K | Buy |
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|
2021
Q1 | $276K | Sell |
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|
2020
Q4 | $355K | Buy |
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|
2020
Q2 | $259K | Buy |
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|
2019
Q4 | $339K | Buy |
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|
2019
Q3 | $311K | Buy |
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|
2019
Q2 | $284K | Buy |
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|
2019
Q1 | $289K | Sell |
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|
2018
Q4 | $270K | Sell |
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|
2018
Q3 | $372K | Buy |
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|
2018
Q2 | $371K | Buy |
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|
2018
Q1 | $312K | Sell |
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|
2017
Q4 | $337K | Buy |
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