WAAG
Wealth Alliance Advisory Group’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
8,940
-90
| -1% | -$10.7K | 0.2% | 76 |
|
|
2025
Q1 | $1.12M | Buy |
9,030
+294
| +3% | +$36.3K | 0.23% | 71 |
|
|
2024
Q4 | $995K | Sell |
8,736
-401
| -4% | -$45.7K | 0.21% | 73 |
|
|
2024
Q3 | $1.2M | Hold |
9,137
| – | – | 0.25% | 66 |
|
|
2024
Q2 | $1.29M | Sell |
9,137
-134
| -1% | -$18.9K | 0.29% | 59 |
|
|
2024
Q1 | $1.51M | Buy |
9,271
+1,000
| +12% | +$163K | 0.35% | 49 |
|
|
2023
Q4 | $1.1M | Sell |
8,271
-200
| -2% | -$26.6K | 0.29% | 57 |
|
|
2023
Q3 | $1.02M | Buy |
8,471
+200
| +2% | +$24K | 0.3% | 57 |
|
|
2023
Q2 | $789K | Buy |
8,271
+268
| +3% | +$25.6K | 0.28% | 57 |
|
|
2023
Q1 | $811K | Sell |
8,003
-7,549
| -49% | -$765K | 0.3% | 56 |
|
|
2022
Q4 | $1.62M | Buy |
15,552
+1,420
| +10% | +$148K | 0.62% | 30 |
|
|
2022
Q3 | $1.14M | Sell |
14,132
-1,323
| -9% | -$107K | 0.5% | 38 |
|
|
2022
Q2 | $1.27M | Buy |
15,455
+874
| +6% | +$71.7K | 0.6% | 32 |
|
|
2022
Q1 | $1.26M | Buy |
14,581
+1,001
| +7% | +$86.5K | 0.55% | 33 |
|
|
2021
Q4 | $984K | Buy |
13,580
+200
| +1% | +$14.5K | 0.43% | 42 |
|
|
2021
Q3 | $937K | Sell |
13,380
-64
| -0.5% | -$4.48K | 0.46% | 40 |
|
|
2021
Q2 | $1.15M | Sell |
13,444
-1,425
| -10% | -$122K | 0.56% | 35 |
|
|
2021
Q1 | $1.21M | Sell |
14,869
-84
| -0.6% | -$6.85K | 0.62% | 32 |
|
|
2020
Q4 | $1.05M | Sell |
14,953
-174
| -1% | -$12.2K | 0.57% | 36 |
|
|
2020
Q3 | $784K | Sell |
15,127
-6,603
| -30% | -$342K | 0.46% | 41 |
|
|
2020
Q2 | $1.56M | Buy |
21,730
+168
| +0.8% | +$12.1K | 0.96% | 24 |
|
|
2020
Q1 | $1.16M | Sell |
21,562
-34
| -0.2% | -$1.82K | 0.9% | 25 |
|
|
2019
Q4 | $2.41M | Buy |
21,596
+5
| +0% | +$557 | 1.37% | 17 |
|
|
2019
Q3 | $2.3M | Hold |
21,591
| – | – | 1.43% | 15 |
|
|
2019
Q2 | $2.18M | Hold |
21,591
| – | – | 1.34% | 17 |
|
|
2019
Q1 | $1.87M | Buy |
21,591
+1,193
| +6% | +$103K | 1.21% | 19 |
|
|
2018
Q4 | $1.76M | Buy |
20,398
+2,160
| +12% | +$186K | 1.31% | 17 |
|
|
2018
Q3 | $2.06M | Hold |
18,238
| – | – | 1.05% | 25 |
|
|
2018
Q2 | $2.05M | Sell |
18,238
-75
| -0.4% | -$8.42K | 1.12% | 22 |
|
|
2018
Q1 | $1.76M | Buy |
18,313
+7,487
| +69% | +$718K | 1.02% | 24 |
|
|
2017
Q4 | $1.1M | Buy |
+10,826
| New | +$1.1M | 0.98% | 30 |
|