Wedbush Securities’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 | $1.89M | Buy |
15,849
+410
| +3% | +$48.9K | 0.07% | 224 |
|
|
2025
Q1 | $1.91M | Sell |
15,439
-1,110
| -7% | -$137K | 0.07% | 210 |
|
|
2024
Q4 | $1.89M | Sell |
16,549
-2,367
| -13% | -$270K | 0.07% | 210 |
|
|
2024
Q3 | $2.49M | Sell |
18,916
-1,829
| -9% | -$240K | 0.09% | 161 |
|
|
2024
Q2 | $2.93M | Buy |
20,745
+727
| +4% | +$103K | 0.1% | 141 |
|
|
2024
Q1 | $3.27M | Sell |
20,018
-2,269
| -10% | -$371K | 0.12% | 131 |
|
|
2023
Q4 | $2.97M | Buy |
22,287
+551
| +3% | +$73.4K | 0.13% | 112 |
|
|
2023
Q3 | $2.61M | Sell |
21,736
-1,013
| -4% | -$122K | 0.13% | 123 |
|
|
2023
Q2 | $2.17M | Sell |
22,749
-1,405
| -6% | -$134K | 0.1% | 150 |
|
|
2023
Q1 | $2.45M | Buy |
24,154
+2,433
| +11% | +$247K | 0.12% | 134 |
|
|
2022
Q4 | $2.26M | Buy |
21,721
+243
| +1% | +$25.3K | 0.12% | 131 |
|
|
2022
Q3 | $1.73M | Buy |
21,478
+475
| +2% | +$38.3K | 0.1% | 165 |
|
|
2022
Q2 | $1.72M | Sell |
21,003
-5,458
| -21% | -$447K | 0.09% | 171 |
|
|
2022
Q1 | $2.29M | Buy |
26,461
+6,526
| +33% | +$564K | 0.1% | 153 |
|
|
2021
Q4 | $1.44M | Buy |
19,935
+1,138
| +6% | +$82.4K | 0.06% | 264 |
|
|
2021
Q3 | $1.32M | Buy |
18,797
+787
| +4% | +$55.1K | 0.06% | 290 |
|
|
2021
Q2 | $1.55M | Buy |
18,010
+1,136
| +7% | +$97.5K | 0.07% | 249 |
|
|
2021
Q1 | $1.38M | Buy |
16,874
+3,539
| +27% | +$289K | 0.08% | 247 |
|
|
2020
Q4 | $933K | Buy |
13,335
+1,826
| +16% | +$128K | 0.08% | 258 |
|
|
2020
Q3 | $597K | Buy |
11,509
+30
| +0.3% | +$1.56K | 0.06% | 367 |
|
|
2020
Q2 | $825K | Sell |
11,479
-1,332
| -10% | -$95.7K | 0.08% | 266 |
|
|
2020
Q1 | $687K | Sell |
12,811
-1,718
| -12% | -$92.1K | 0.08% | 275 |
|
|
2019
Q4 | $1.62M | Buy |
14,529
+592
| +4% | +$66K | 0.14% | 163 |
|
|
2019
Q3 | $1.43M | Sell |
13,937
-265
| -2% | -$27.1K | 0.14% | 170 |
|
|
2019
Q2 | $1.33M | Sell |
14,202
-896
| -6% | -$83.8K | 0.13% | 175 |
|
|
2019
Q1 | $1.44M | Sell |
15,098
-351
| -2% | -$33.4K | 0.15% | 159 |
|
|
2018
Q4 | $1.33M | Buy |
15,449
+1,819
| +13% | +$157K | 0.17% | 144 |
|
|
2018
Q3 | $1.54M | Sell |
13,630
-25
| -0.2% | -$2.82K | 0.17% | 127 |
|
|
2018
Q2 | $1.53M | Buy |
13,655
+517
| +4% | +$58.1K | 0.19% | 121 |
|
|
2018
Q1 | $1.26M | Buy |
13,138
+2,076
| +19% | +$199K | 0.16% | 140 |
|
|
2017
Q4 | $1.12M | Buy |
11,062
+293
| +3% | +$29.6K | 0.14% | 173 |
|
|
2017
Q3 | $987K | Sell |
10,769
-183
| -2% | -$16.8K | 0.13% | 178 |
|
|
2017
Q2 | $906K | Sell |
10,952
-971
| -8% | -$80.3K | 0.12% | 212 |
|
|
2017
Q1 | $945K | Sell |
11,923
-43
| -0.4% | -$3.41K | 0.13% | 189 |
|
|
2016
Q4 | $1.03M | Sell |
11,966
-131
| -1% | -$11.3K | 0.15% | 154 |
|
|
2016
Q3 | $974K | Buy |
12,097
+1,828
| +18% | +$147K | 0.15% | 152 |
|
|
2016
Q2 | $815K | Buy |
10,269
+1,125
| +12% | +$89.3K | 0.13% | 161 |
|
|
2016
Q1 | $792K | Buy |
9,144
+725
| +9% | +$62.8K | 0.14% | 163 |
|
|
2015
Q4 | $689K | Buy |
8,419
+307
| +4% | +$25.1K | 0.12% | 183 |
|
|
2015
Q3 | $623K | Buy |
8,112
+1,016
| +14% | +$78K | 0.13% | 187 |
|
|
2015
Q2 | $572K | Buy |
7,096
+400
| +6% | +$32.2K | 0.11% | 233 |
|
|
2015
Q1 | $526K | Sell |
6,696
-941
| -12% | -$73.9K | 0.09% | 267 |
|
|
2014
Q4 | $548K | Sell |
7,637
-729
| -9% | -$52.3K | 0.08% | 244 |
|
|
2014
Q3 | $680K | Buy |
8,366
+428
| +5% | +$34.8K | 0.11% | 193 |
|
|
2014
Q2 | $638K | Sell |
7,938
-4,267
| -35% | -$343K | 0.1% | 209 |
|
|
2014
Q1 | $941K | Buy |
12,205
+3,996
| +49% | +$308K | 0.16% | 138 |
|
|
2013
Q4 | $633K | Sell |
8,209
-182
| -2% | -$14K | 0.15% | 161 |
|
|
2013
Q3 | $485K | Sell |
8,391
-110
| -1% | -$6.36K | 0.13% | 191 |
|
|
2013
Q2 | $501K | Buy |
+8,501
| New | +$501K | 0.14% | 176 |
|