Visionary 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
Q2 | $9.13M | Buy |
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|
2025
Q1 | $8.9M | Buy |
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|
2024
Q4 | $7.78M | Buy |
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|
2024
Q3 | $8.87M | Buy |
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|
2024
Q2 | $8.59M | Buy |
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|
2024
Q1 | $9.68M | Sell |
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|
2023
Q4 | $9.26M | Sell |
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|
2023
Q3 | $8.41M | Sell |
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|
2023
Q2 | $6.98M | Sell |
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|
2023
Q1 | $7.52M | Sell |
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|
2022
Q4 | $7.87M | Buy |
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|
2022
Q3 | $5.92M | Buy |
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|
2022
Q2 | $5.7M | Buy |
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|
2022
Q1 | $5.52M | Buy |
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|
2021
Q4 | $4.14M | Buy |
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|
2021
Q3 | $3.8M | Buy |
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|
2021
Q2 | $2.62M | Buy |
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|
2021
Q1 | $2.47M | Sell |
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|
2020
Q4 | $2.22M | Buy |
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|
2020
Q3 | $1.54M | Buy |
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|
2020
Q2 | $1.92M | Buy |
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|
2020
Q1 | $1.31M | Buy |
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|
2019
Q4 | $612K | Buy |
|