WAS
Wealth Advisory Solutions’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729K | Buy |
6,109
+30
| +0.5% | +$3.58K | 0.18% | 79 |
|
|
2025
Q1 | $751K | Sell |
6,079
-2
| -0% | -$247 | 0.2% | 76 |
|
|
2024
Q4 | $693K | Sell |
6,081
-836
| -12% | -$95.2K | 0.19% | 70 |
|
|
2024
Q3 | $909K | Buy |
6,917
+889
| +15% | +$117K | 0.25% | 63 |
|
|
2024
Q2 | $851K | Hold |
6,028
| – | – | 0.23% | 65 |
|
|
2024
Q1 | $985K | Buy |
+6,028
| New | +$985K | 0.26% | 66 |
|
|
2023
Q4 | – | Sell |
-6,105
| Closed | -$734K | – | 102 |
|
|
2023
Q3 | $734K | Buy |
+6,105
| New | +$734K | 0.14% | 84 |
|
|
2023
Q2 | – | Sell |
-8,199
| Closed | -$831K | – | 122 |
|
|
2023
Q1 | $831K | Sell |
8,199
-22,832
| -74% | -$2.31M | 0.22% | 74 |
|
|
2022
Q4 | $3.23M | Sell |
31,031
-1,545
| -5% | -$161K | 0.87% | 34 |
|
|
2022
Q3 | $2.63M | Buy |
32,576
+1,106
| +4% | +$89.3K | 0.73% | 43 |
|
|
2022
Q2 | $2.58M | Buy |
31,470
+747
| +2% | +$61.2K | 0.63% | 52 |
|
|
2022
Q1 | $2.65M | Buy |
+30,723
| New | +$2.65M | 0.55% | 52 |
|
|
2021
Q3 | $1.54M | Buy |
21,965
+1,072
| +5% | +$75.1K | 0.34% | 69 |
|
|
2021
Q2 | $1.79M | Sell |
20,893
-230
| -1% | -$19.7K | 0.43% | 65 |
|
|
2021
Q1 | $2K | Buy |
21,123
+14,276
| +209% | +$1.35K | ﹤0.01% | 110 |
|
|
2020
Q4 | $478K | Buy |
6,847
+156
| +2% | +$10.9K | 0.13% | 99 |
|
|
2020
Q3 | $346K | Sell |
6,691
-3,947
| -37% | -$204K | 0.09% | 131 |
|
|
2020
Q2 | $764K | Buy |
10,638
+68
| +0.6% | +$4.88K | 0.21% | 89 |
|
|
2020
Q1 | $567K | Buy |
10,570
+5,380
| +104% | +$289K | 0.19% | 96 |
|
|
2019
Q4 | $578K | Buy |
+5,190
| New | +$578K | 0.15% | 109 |
|