WANY
Wealthspire Advisors (New York)’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Sell |
8,400
-12,126
| -59% | -$1.45M | 0.01% | 385 |
|
|
2025
Q1 | $2.53M | Buy |
20,526
+10,086
| +97% | +$1.25M | 0.02% | 241 |
|
|
2024
Q4 | $1.19M | Sell |
10,440
-678
| -6% | -$77.2K | 0.01% | 338 |
|
|
2024
Q3 | $1.46M | Buy |
11,118
+520
| +5% | +$68.4K | 0.01% | 304 |
|
|
2024
Q2 | $1.5M | Sell |
10,598
-770
| -7% | -$109K | 0.02% | 248 |
|
|
2024
Q1 | $1.86M | Sell |
11,368
-190
| -2% | -$31K | 0.02% | 213 |
|
|
2023
Q4 | $1.54M | Buy |
11,558
+1,212
| +12% | +$161K | 0.02% | 240 |
|
|
2023
Q3 | $1.24M | Buy |
10,346
+8,229
| +389% | +$989K | 0.02% | 248 |
|
|
2023
Q2 | $202K | Sell |
2,117
-1,177
| -36% | -$112K | ﹤0.01% | 529 |
|
|
2023
Q1 | $334K | Buy |
3,294
+530
| +19% | +$53.7K | 0.01% | 421 |
|
|
2022
Q4 | $288K | Buy |
+2,764
| New | +$288K | 0.01% | 465 |
|
|
2022
Q1 | – | Sell |
-3,676
| Closed | -$266K | – | 529 |
|
|
2021
Q4 | $266K | Buy |
3,676
+122
| +3% | +$8.83K | 0.01% | 446 |
|
|
2021
Q3 | $249K | Sell |
3,554
-1,599
| -31% | -$112K | 0.01% | 499 |
|
|
2021
Q2 | $442K | Sell |
5,153
-4,818
| -48% | -$413K | 0.01% | 238 |
|
|
2021
Q1 | $813K | Buy |
9,971
+1,127
| +13% | +$91.9K | 0.02% | 297 |
|
|
2020
Q4 | $619K | Buy |
+8,844
| New | +$619K | 0.02% | 270 |
|
|
2020
Q2 | – | Sell |
-11,721
| Closed | -$629K | – | 465 |
|
|
2020
Q1 | $629K | Buy |
11,721
+8,943
| +322% | +$480K | 0.03% | 260 |
|
|
2019
Q4 | $309K | Buy |
2,778
+49
| +2% | +$5.45K | 0.02% | 146 |
|
|
2019
Q3 | $279K | Buy |
+2,729
| New | +$279K | 0.02% | 126 |
|
|
2019
Q1 | – | Sell |
-480
| Closed | -$41K | – | 616 |
|
|
2018
Q4 | $41K | Buy |
+480
| New | +$41K | ﹤0.01% | 212 |
|