Wealth Alliance’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 | – | Sell |
-3,506
| Closed | -$433K | – | 561 |
|
|
2025
Q1 | $433K | Buy |
3,506
+453
| +15% | +$55.9K | 0.05% | 309 |
|
|
2024
Q4 | $348K | Sell |
3,053
-439
| -13% | -$50K | 0.04% | 339 |
|
|
2024
Q3 | $459K | Buy |
3,492
+45
| +1% | +$5.92K | 0.05% | 280 |
|
|
2024
Q2 | $487K | Sell |
3,447
-2,076
| -38% | -$293K | 0.06% | 255 |
|
|
2024
Q1 | $902K | Buy |
5,523
+322
| +6% | +$52.6K | 0.12% | 173 |
|
|
2023
Q4 | $692K | Buy |
5,201
+121
| +2% | +$16.1K | 0.1% | 203 |
|
|
2023
Q3 | $610K | Sell |
5,080
-2,259
| -31% | -$271K | 0.1% | 205 |
|
|
2023
Q2 | $700K | Sell |
7,339
-542
| -7% | -$51.7K | 0.1% | 193 |
|
|
2023
Q1 | $799K | Buy |
7,881
+47
| +0.6% | +$4.77K | 0.13% | 173 |
|
|
2022
Q4 | $815K | Buy |
7,834
+1,390
| +22% | +$145K | 0.14% | 162 |
|
|
2022
Q3 | $521K | Buy |
6,444
+126
| +2% | +$10.2K | 0.1% | 205 |
|
|
2022
Q2 | $518K | Sell |
6,318
-294
| -4% | -$24.1K | 0.1% | 210 |
|
|
2022
Q1 | $571K | Buy |
6,612
+189
| +3% | +$16.3K | 0.12% | 191 |
|
|
2021
Q4 | $466K | Buy |
6,423
+473
| +8% | +$34.3K | 0.09% | 238 |
|
|
2021
Q3 | $417K | Sell |
5,950
-505
| -8% | -$35.4K | 0.09% | 246 |
|
|
2021
Q2 | $554K | Buy |
6,455
+139
| +2% | +$11.9K | 0.13% | 179 |
|
|
2021
Q1 | $515K | Sell |
6,316
-151
| -2% | -$12.3K | 0.14% | 170 |
|
|
2020
Q4 | $452K | Sell |
6,467
-1,072
| -14% | -$74.9K | 0.13% | 183 |
|
|
2020
Q3 | $391K | Sell |
7,539
-722
| -9% | -$37.4K | 0.14% | 178 |
|
|
2020
Q2 | $594K | Buy |
8,261
+2,942
| +55% | +$212K | 0.23% | 112 |
|
|
2020
Q1 | $285K | Buy |
+5,319
| New | +$285K | 0.15% | 168 |
|