Wealth Enhancement Advisory Services’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.7M | Buy |
185,958
+27,024
| +17% | +$3.44M | 0.04% | 378 |
|
|
2025
Q1 | $19.6M | Buy |
158,934
+26,825
| +20% | +$3.31M | 0.04% | 403 |
|
|
2024
Q4 | $15.1M | Buy |
132,109
+8,821
| +7% | +$1M | 0.03% | 447 |
|
|
2024
Q3 | $16.2M | Buy |
123,288
+9,414
| +8% | +$1.24M | 0.03% | 393 |
|
|
2024
Q2 | $16.1M | Sell |
113,874
-8,408
| -7% | -$1.19M | 0.04% | 370 |
|
|
2024
Q1 | $20M | Buy |
122,282
+4,748
| +4% | +$776K | 0.05% | 322 |
|
|
2023
Q4 | $15.6M | Buy |
117,534
+19,181
| +20% | +$2.55M | 0.05% | 347 |
|
|
2023
Q3 | $11.8M | Buy |
98,353
+95,382
| +3,210% | +$11.5M | 0.04% | 371 |
|
|
2023
Q2 | $283K | Sell |
2,971
-94,562
| -97% | -$9.02M | ﹤0.01% | 446 |
|
|
2023
Q1 | $9.89M | Buy |
+97,533
| New | +$9.89M | 0.12% | 92 |
|
|
2022
Q4 | – | Sell |
-19,066
| Closed | -$1.76M | – | 361 |
|
|
2022
Q3 | $1.76M | Buy |
+19,066
| New | +$1.76M | 0.03% | 181 |
|
|
2020
Q1 | – | Sell |
-9,750
| Closed | -$1.09M | – | 263 |
|
|
2019
Q4 | $1.09M | Buy |
9,750
+1,074
| +12% | +$120K | 0.04% | 172 |
|
|
2019
Q3 | $924K | Sell |
8,676
-20,564
| -70% | -$2.19M | 0.04% | 166 |
|
|
2019
Q2 | $3.01M | Buy |
29,240
+18,465
| +171% | +$1.9M | 0.13% | 67 |
|
|
2019
Q1 | $1.05M | Buy |
10,775
+1,179
| +12% | +$115K | 0.06% | 137 |
|
|
2018
Q4 | $915K | Buy |
+9,596
| New | +$915K | 0.06% | 131 |
|
|
2018
Q1 | – | Sell |
-16,503
| Closed | -$1.73M | – | 174 |
|
|
2017
Q4 | $1.73M | Buy |
+16,503
| New | +$1.73M | 0.12% | 84 |
|
|
2017
Q2 | – | Sell |
-11,659
| Closed | -$914K | – | 181 |
|
|
2017
Q1 | $914K | Sell |
11,659
-30,607
| -72% | -$2.4M | 0.1% | 90 |
|
|
2016
Q4 | $3.65M | Buy |
42,266
+31,907
| +308% | +$2.76M | 0.44% | 40 |
|
|
2016
Q3 | $840K | Buy |
+10,359
| New | +$840K | 0.13% | 100 |
|