WA
WealthTrust Axiom’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $862K | Sell |
7,222
-19
| -0.3% | -$2.27K | 0.25% | 83 |
|
|
2025
Q1 | $894K | Buy |
7,241
+81
| +1% | +$10K | 0.27% | 79 |
|
|
2024
Q4 | $816K | Buy |
7,160
+206
| +3% | +$23.5K | 0.24% | 86 |
|
|
2024
Q3 | $914K | Sell |
6,954
-132
| -2% | -$17.4K | 0.27% | 84 |
|
|
2024
Q2 | $1M | Sell |
7,086
-363
| -5% | -$51.2K | 0.33% | 71 |
|
|
2024
Q1 | $1.22M | Buy |
7,449
+4
| +0.1% | +$653 | 0.39% | 63 |
|
|
2023
Q4 | $991K | Sell |
7,445
-195
| -3% | -$26K | 0.33% | 67 |
|
|
2023
Q3 | $918K | Buy |
7,640
+4
| +0.1% | +$481 | 0.33% | 66 |
|
|
2023
Q2 | $728K | Buy |
7,636
+6
| +0.1% | +$572 | 0.24% | 91 |
|
|
2023
Q1 | $774K | Buy |
7,630
+5
| +0.1% | +$507 | 0.26% | 84 |
|
|
2022
Q4 | $794K | Sell |
7,625
-167
| -2% | -$17.4K | 0.28% | 81 |
|
|
2022
Q3 | $629K | Buy |
7,792
+9
| +0.1% | +$727 | 0.24% | 90 |
|
|
2022
Q2 | $638K | Buy |
7,783
+9
| +0.1% | +$738 | 0.23% | 95 |
|
|
2022
Q1 | $671K | Sell |
7,774
-38
| -0.5% | -$3.28K | 0.21% | 101 |
|
|
2021
Q4 | $566K | Sell |
7,812
-126
| -2% | -$9.13K | 0.18% | 115 |
|
|
2021
Q3 | $555K | Sell |
7,938
-121
| -2% | -$8.46K | 0.19% | 112 |
|
|
2021
Q2 | $691K | Sell |
8,059
-614
| -7% | -$52.6K | 0.22% | 99 |
|
|
2021
Q1 | $707K | Sell |
8,673
-493
| -5% | -$40.2K | 0.24% | 95 |
|
|
2020
Q4 | $641K | Buy |
9,166
+250
| +3% | +$17.5K | 0.23% | 93 |
|
|
2020
Q3 | $462K | Buy |
8,916
+127
| +1% | +$6.58K | 0.2% | 101 |
|
|
2020
Q2 | $631K | Sell |
8,789
-380
| -4% | -$27.3K | 0.28% | 81 |
|
|
2020
Q1 | $491K | Buy |
9,169
+6,474
| +240% | +$347K | 0.24% | 87 |
|
|
2019
Q4 | $300K | Buy |
2,695
+3
| +0.1% | +$334 | 0.1% | 153 |
|
|
2019
Q3 | $275K | Sell |
2,692
-247
| -8% | -$25.2K | 0.1% | 161 |
|
|
2019
Q2 | $274K | Sell |
2,939
-106
| -3% | -$9.88K | 0.1% | 163 |
|
|
2019
Q1 | $289K | Sell |
3,045
-13
| -0.4% | -$1.23K | 0.1% | 153 |
|
|
2018
Q4 | $263K | Buy |
3,058
+3
| +0.1% | +$258 | 0.11% | 155 |
|
|
2018
Q3 | $344K | Buy |
3,055
+3
| +0.1% | +$338 | 0.12% | 138 |
|
|
2018
Q2 | $342K | Buy |
3,052
+2
| +0.1% | +$224 | 0.12% | 141 |
|
|
2018
Q1 | $292K | Sell |
3,050
-55
| -2% | -$5.27K | 0.11% | 167 |
|
|
2017
Q4 | $314K | Sell |
3,105
-47
| -1% | -$4.75K | 0.12% | 153 |
|
|
2017
Q3 | $288K | Sell |
3,152
-396
| -11% | -$36.2K | 0.11% | 164 |
|
|
2017
Q2 | $293K | Sell |
3,548
-96
| -3% | -$7.93K | 0.11% | 163 |
|
|
2017
Q1 | $288K | Buy |
3,644
+4
| +0.1% | +$316 | 0.11% | 163 |
|
|
2016
Q4 | $314K | Sell |
3,640
-17
| -0.5% | -$1.47K | 0.11% | 151 |
|
|
2016
Q3 | $294K | Buy |
3,657
+3
| +0.1% | +$241 | 0.11% | 150 |
|
|
2016
Q2 | $289K | Buy |
3,654
+25
| +0.7% | +$1.98K | 0.11% | 150 |
|
|
2016
Q1 | $314K | Sell |
3,629
-1,047
| -22% | -$90.6K | 0.12% | 140 |
|
|
2015
Q4 | $382K | Sell |
4,676
-6
| -0.1% | -$490 | 0.15% | 120 |
|
|
2015
Q3 | $359K | Buy |
4,682
+4
| +0.1% | +$307 | 0.15% | 116 |
|
|
2015
Q2 | $376K | Sell |
4,678
-25
| -0.5% | -$2.01K | 0.14% | 120 |
|
|
2015
Q1 | $369K | Buy |
4,703
+167
| +4% | +$13.1K | 0.13% | 130 |
|
|
2014
Q4 | $325K | Buy |
4,536
+401
| +10% | +$28.7K | 0.12% | 140 |
|
|
2014
Q3 | $336K | Buy |
4,135
+2
| +0% | +$163 | 0.12% | 133 |
|
|
2014
Q2 | $332K | Buy |
4,133
+2
| +0% | +$161 | 0.11% | 133 |
|
|
2014
Q1 | $318K | Buy |
4,131
+1
| +0% | +$77 | 0.11% | 128 |
|
|
2013
Q4 | $318K | Sell |
4,130
-198
| -5% | -$15.2K | 0.12% | 119 |
|
|
2013
Q3 | $250K | Sell |
4,328
-377
| -8% | -$21.8K | 0.1% | 135 |
|
|
2013
Q2 | $277K | Buy |
+4,705
| New | +$277K | 0.12% | 129 |
|