Wealthcare Advisory Partners’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 | $1.18M | Buy |
9,886
+160
| +2% | +$19.1K | 0.03% | 444 |
|
|
2025
Q1 | $1.2M | Sell |
9,726
-65
| -0.7% | -$8.03K | 0.03% | 405 |
|
|
2024
Q4 | $1.12M | Sell |
9,791
-228
| -2% | -$26K | 0.03% | 397 |
|
|
2024
Q3 | $1.32M | Sell |
10,019
-2,037
| -17% | -$268K | 0.04% | 351 |
|
|
2024
Q2 | $1.7M | Buy |
12,056
+717
| +6% | +$101K | 0.05% | 263 |
|
|
2024
Q1 | $1.85M | Buy |
11,339
+6,595
| +139% | +$1.08M | 0.06% | 244 |
|
|
2023
Q4 | $632K | Sell |
4,744
-360
| -7% | -$47.9K | 0.03% | 435 |
|
|
2023
Q3 | $613K | Buy |
5,104
+557
| +12% | +$66.9K | 0.03% | 387 |
|
|
2023
Q2 | $434K | Sell |
4,547
-1,420
| -24% | -$135K | 0.02% | 474 |
|
|
2023
Q1 | $605K | Buy |
5,967
+488
| +9% | +$49.5K | 0.03% | 405 |
|
|
2022
Q4 | $570K | Buy |
5,479
+1,777
| +48% | +$185K | 0.03% | 387 |
|
|
2022
Q3 | $299K | Buy |
3,702
+525
| +17% | +$42.4K | 0.02% | 483 |
|
|
2022
Q2 | $261K | Buy |
3,177
+495
| +18% | +$40.7K | 0.02% | 466 |
|
|
2022
Q1 | $232K | Buy |
+2,682
| New | +$232K | 0.01% | 481 |
|
|
2021
Q3 | – | Sell |
-2,371
| Closed | -$203K | – | 574 |
|
|
2021
Q2 | $203K | Buy |
2,371
+35
| +1% | +$3K | 0.01% | 523 |
|
|
2021
Q1 | $190K | Buy |
+2,336
| New | +$190K | 0.01% | 497 |
|
|
2020
Q2 | – | Sell |
-1,684
| Closed | -$90K | – | 1093 |
|
|
2020
Q1 | $90K | Sell |
1,684
-247
| -13% | -$13.2K | 0.01% | 392 |
|
|
2019
Q4 | $215K | Sell |
1,931
-48
| -2% | -$5.34K | 0.03% | 286 |
|
|
2019
Q3 | $203K | Buy |
1,979
+168
| +9% | +$17.2K | 0.03% | 273 |
|
|
2019
Q2 | $169K | Buy |
1,811
+3
| +0.2% | +$280 | 0.03% | 291 |
|
|
2019
Q1 | $172K | Sell |
1,808
-34
| -2% | -$3.24K | 0.03% | 261 |
|
|
2018
Q4 | $159K | Sell |
1,842
-17
| -0.9% | -$1.47K | 0.03% | 242 |
|
|
2018
Q3 | $210K | Sell |
1,859
-146
| -7% | -$16.5K | 0.04% | 210 |
|
|
2018
Q2 | $225K | Buy |
2,005
+129
| +7% | +$14.5K | 0.04% | 199 |
|
|
2018
Q1 | $180K | Sell |
1,876
-443
| -19% | -$42.5K | 0.04% | 206 |
|
|
2017
Q4 | $235K | Buy |
2,319
+776
| +50% | +$78.6K | 0.06% | 159 |
|
|
2017
Q3 | $141K | Buy |
+1,543
| New | +$141K | 0.04% | 178 |
|