Wealthfront Advisers’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.74M | Buy |
73,273
+23,781
| +48% | +$2.84M | 0.02% | 246 |
|
|
2025
Q1 | $6.11M | Buy |
49,492
+4,123
| +9% | +$509K | 0.02% | 309 |
|
|
2024
Q4 | $5.17M | Sell |
45,369
-6,588
| -13% | -$751K | 0.02% | 323 |
|
|
2024
Q3 | $6.83M | Buy |
51,957
+939
| +2% | +$123K | 0.02% | 240 |
|
|
2024
Q2 | $7.2M | Buy |
51,018
+3,631
| +8% | +$513K | 0.02% | 203 |
|
|
2024
Q1 | $7.74M | Sell |
47,387
-1,319
| -3% | -$215K | 0.03% | 182 |
|
|
2023
Q4 | $6.48M | Buy |
48,706
+935
| +2% | +$124K | 0.02% | 196 |
|
|
2023
Q3 | $5.74M | Buy |
47,771
+155
| +0.3% | +$18.6K | 0.02% | 191 |
|
|
2023
Q2 | $4.54M | Sell |
47,616
-4,423
| -8% | -$422K | 0.02% | 236 |
|
|
2023
Q1 | $5.28M | Sell |
52,039
-2,940
| -5% | -$298K | 0.02% | 196 |
|
|
2022
Q4 | $5.72M | Sell |
54,979
-183
| -0.3% | -$19K | 0.03% | 179 |
|
|
2022
Q3 | $4.45M | Buy |
55,162
+12,300
| +29% | +$993K | 0.02% | 195 |
|
|
2022
Q2 | $3.51M | Buy |
42,862
+4
| +0% | +$328 | 0.02% | 252 |
|
|
2022
Q1 | $3.7M | Sell |
42,858
-9,185
| -18% | -$793K | 0.02% | 264 |
|
|
2021
Q4 | $3.77M | Buy |
52,043
+9,849
| +23% | +$714K | 0.02% | 243 |
|
|
2021
Q3 | $2.96M | Buy |
42,194
+18,875
| +81% | +$1.32M | 0.01% | 257 |
|
|
2021
Q2 | $2M | Buy |
23,319
+9,862
| +73% | +$846K | 0.01% | 306 |
|
|
2021
Q1 | $1.1M | Buy |
13,457
+8,820
| +190% | +$719K | 0.01% | 372 |
|
|
2020
Q4 | $324K | Sell |
4,637
-67
| -1% | -$4.68K | ﹤0.01% | 488 |
|
|
2020
Q3 | $244K | Sell |
4,704
-4,046
| -46% | -$210K | ﹤0.01% | 485 |
|
|
2020
Q2 | $629K | Buy |
+8,750
| New | +$629K | ﹤0.01% | 381 |
|
|
2020
Q1 | – | Sell |
-8,882
| Closed | -$990K | – | 481 |
|
|
2019
Q4 | $990K | Buy |
8,882
+661
| +8% | +$73.7K | 0.01% | 320 |
|
|
2019
Q3 | $842K | Buy |
8,221
+1,617
| +24% | +$166K | 0.01% | 321 |
|
|
2019
Q2 | $618K | Sell |
6,604
-291
| -4% | -$27.2K | 0.01% | 356 |
|
|
2019
Q1 | $656K | Buy |
6,895
+843
| +14% | +$80.2K | 0.01% | 326 |
|
|
2018
Q4 | $521K | Buy |
+6,052
| New | +$521K | 0.01% | 345 |
|