Vanguard Capital Wealth Advisors’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 | $602K | Buy |
5,045
+2,829
| +128% | +$337K | 0.6% | 41 |
|
|
2025
Q1 | $274K | Sell |
2,216
-1,974
| -47% | -$244K | 0.33% | 69 |
|
|
2024
Q4 | $477K | Sell |
4,190
-1,898
| -31% | -$216K | 0.52% | 38 |
|
|
2024
Q3 | $800K | Buy |
6,088
+291
| +5% | +$38.2K | 0.84% | 25 |
|
|
2024
Q2 | $818K | Buy |
5,797
+1,597
| +38% | +$225K | 0.55% | 36 |
|
|
2024
Q1 | $686K | Sell |
4,200
-187
| -4% | -$30.5K | 0.48% | 46 |
|
|
2023
Q4 | $584K | Sell |
4,387
-286
| -6% | -$38.1K | 0.47% | 43 |
|
|
2023
Q3 | $561K | Sell |
4,673
-917
| -16% | -$110K | 0.52% | 47 |
|
|
2023
Q2 | $533K | Buy |
5,590
+1,119
| +25% | +$107K | 0.48% | 46 |
|
|
2023
Q1 | $453K | Buy |
4,471
+331
| +8% | +$33.6K | 0.45% | 55 |
|
|
2022
Q4 | $431K | Sell |
4,140
-2,445
| -37% | -$254K | 0.5% | 53 |
|
|
2022
Q3 | $532K | Sell |
6,585
-37
| -0.6% | -$2.99K | 0.65% | 41 |
|
|
2022
Q2 | $543K | Sell |
6,622
-3,125
| -32% | -$256K | 0.61% | 43 |
|
|
2022
Q1 | $842K | Buy |
9,747
+4,663
| +92% | +$403K | 0.6% | 41 |
|
|
2021
Q4 | $368K | Buy |
5,084
+2,114
| +71% | +$153K | 0.26% | 86 |
|
|
2021
Q3 | $278 | Sell |
2,970
-486
| -14% | -$45 | 0.19% | 106 |
|
|
2021
Q2 | $296K | Buy |
3,456
+12
| +0.3% | +$1.03K | 0.22% | 104 |
|
|
2021
Q1 | $276K | Sell |
3,444
-1,598
| -32% | -$128K | 0.23% | 95 |
|
|
2020
Q4 | $355K | Buy |
+5,042
| New | +$355K | 0.33% | 86 |
|
|
2020
Q2 | $259K | Buy |
+3,608
| New | +$259K | 0.3% | 86 |
|
|
2019
Q4 | $339K | Buy |
3,046
+1
| +0% | +$111 | 0.35% | 83 |
|
|
2019
Q3 | $311K | Buy |
3,045
+2
| +0.1% | +$204 | 0.36% | 85 |
|
|
2019
Q2 | $284K | Buy |
3,043
+2
| +0.1% | +$187 | 0.34% | 82 |
|
|
2019
Q1 | $289K | Sell |
3,041
-98
| -3% | -$9.31K | 0.36% | 81 |
|
|
2018
Q4 | $270K | Sell |
3,139
-168
| -5% | -$14.5K | 0.4% | 74 |
|
|
2018
Q3 | $372K | Buy |
3,307
+1
| +0% | +$112 | 0.42% | 66 |
|
|
2018
Q2 | $371K | Buy |
3,306
+2,703
| +448% | +$303K | 0.49% | 69 |
|
|
2018
Q1 | $312K | Sell |
603
-2,724
| -82% | -$1.41M | 0.41% | 73 |
|
|
2017
Q4 | $337K | Buy |
+3,327
| New | +$337K | 0.42% | 71 |
|