VWA
Visionary Wealth Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.13M | Buy |
76,497
+4,405
| +6% | +$526K | 0.47% | 54 |
|
|
2025
Q1 | $8.9M | Buy |
72,092
+3,770
| +6% | +$466K | 0.53% | 49 |
|
|
2024
Q4 | $7.78M | Buy |
68,322
+806
| +1% | +$91.8K | 0.46% | 62 |
|
|
2024
Q3 | $8.87M | Buy |
67,516
+6,659
| +11% | +$875K | 0.54% | 52 |
|
|
2024
Q2 | $8.59M | Buy |
60,857
+1,592
| +3% | +$225K | 0.56% | 49 |
|
|
2024
Q1 | $9.68M | Sell |
59,265
-10,297
| -15% | -$1.68M | 0.65% | 38 |
|
|
2023
Q4 | $9.26M | Sell |
69,562
-422
| -0.6% | -$56.2K | 0.68% | 33 |
|
|
2023
Q3 | $8.41M | Sell |
69,984
-3,176
| -4% | -$382K | 0.68% | 35 |
|
|
2023
Q2 | $6.98M | Sell |
73,160
-1,023
| -1% | -$97.6K | 0.56% | 43 |
|
|
2023
Q1 | $7.52M | Sell |
74,183
-1,457
| -2% | -$148K | 0.64% | 39 |
|
|
2022
Q4 | $7.87M | Buy |
75,640
+2,282
| +3% | +$238K | 0.73% | 38 |
|
|
2022
Q3 | $5.92M | Buy |
73,358
+3,893
| +6% | +$314K | 0.62% | 38 |
|
|
2022
Q2 | $5.7M | Buy |
69,465
+5,595
| +9% | +$459K | 0.51% | 51 |
|
|
2022
Q1 | $5.52M | Buy |
63,870
+6,785
| +12% | +$586K | 0.44% | 58 |
|
|
2021
Q4 | $4.14M | Buy |
57,085
+2,837
| +5% | +$206K | 0.34% | 77 |
|
|
2021
Q3 | $3.8M | Buy |
54,248
+23,782
| +78% | +$1.67M | 0.39% | 67 |
|
|
2021
Q2 | $2.62M | Buy |
30,466
+178
| +0.6% | +$15.3K | 0.26% | 92 |
|
|
2021
Q1 | $2.47M | Sell |
30,288
-1,403
| -4% | -$114K | 0.26% | 98 |
|
|
2020
Q4 | $2.22M | Buy |
31,691
+1,983
| +7% | +$139K | 0.25% | 91 |
|
|
2020
Q3 | $1.54M | Buy |
29,708
+2,965
| +11% | +$154K | 0.22% | 98 |
|
|
2020
Q2 | $1.92M | Buy |
26,743
+2,246
| +9% | +$162K | 0.29% | 88 |
|
|
2020
Q1 | $1.31M | Buy |
24,497
+19,001
| +346% | +$1.02M | 0.25% | 94 |
|
|
2019
Q4 | $612K | Buy |
+5,496
| New | +$612K | 0.11% | 123 |
|