Wells Fargo’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86B | Sell |
15,624,294
-329,455
| -2% | -$39.3M | 0.39% | 48 |
|
|
2025
Q1 | $1.97B | Sell |
15,953,749
-76,545
| -0.5% | -$9.45M | 0.45% | 45 |
|
|
2024
Q4 | $1.83B | Sell |
16,030,294
-123,186
| -0.8% | -$14M | 0.41% | 49 |
|
|
2024
Q3 | $2.12B | Sell |
16,153,480
-467,032
| -3% | -$61.4M | 0.48% | 43 |
|
|
2024
Q2 | $2.35B | Sell |
16,620,512
-163,781
| -1% | -$23.1M | 0.57% | 32 |
|
|
2024
Q1 | $2.74B | Sell |
16,784,293
-164,603
| -1% | -$26.9M | 0.66% | 23 |
|
|
2023
Q4 | $2.26B | Sell |
16,948,896
-172,181
| -1% | -$22.9M | 0.59% | 28 |
|
|
2023
Q3 | $2.06B | Sell |
17,121,077
-77
| -0% | -$9.25K | 0.6% | 29 |
|
|
2023
Q2 | $1.63B | Buy |
17,121,154
+97,198
| +0.6% | +$9.27M | 0.45% | 49 |
|
|
2023
Q1 | $1.73B | Buy |
17,023,956
+221,781
| +1% | +$22.5M | 0.5% | 38 |
|
|
2022
Q4 | $1.75B | Buy |
16,802,175
+98,162
| +0.6% | +$10.2M | 0.52% | 35 |
|
|
2022
Q3 | $1.35B | Sell |
16,704,013
-241,233
| -1% | -$19.5M | 0.44% | 45 |
|
|
2022
Q2 | $1.39B | Buy |
16,945,246
+180,905
| +1% | +$14.8M | 0.43% | 48 |
|
|
2022
Q1 | $1.45B | Buy |
16,764,341
+1,563,694
| +10% | +$135M | 0.37% | 58 |
|
|
2021
Q4 | $1.1B | Sell |
15,200,647
-184,083
| -1% | -$13.3M | 0.27% | 82 |
|
|
2021
Q3 | $1.08B | Buy |
15,384,730
+447,058
| +3% | +$31.3M | 0.24% | 86 |
|
|
2021
Q2 | $1.28B | Sell |
14,937,672
-764,568
| -5% | -$65.6M | 0.28% | 64 |
|
|
2021
Q1 | $1.28B | Buy |
15,702,240
+302,291
| +2% | +$24.6M | 0.29% | 64 |
|
|
2020
Q4 | $1.08B | Buy |
15,399,949
+3,727,385
| +32% | +$261M | 0.26% | 83 |
|
|
2020
Q3 | $605M | Buy |
11,672,564
+81,872
| +0.7% | +$4.24M | 0.17% | 133 |
|
|
2020
Q2 | $833M | Buy |
11,590,692
+241,724
| +2% | +$17.4M | 0.24% | 94 |
|
|
2020
Q1 | $609M | Buy |
11,348,968
+255,212
| +2% | +$13.7M | 0.21% | 104 |
|
|
2019
Q4 | $1.24B | Buy |
11,093,756
+139,098
| +1% | +$15.5M | 0.33% | 58 |
|
|
2019
Q3 | $1.12B | Buy |
10,954,658
+91,178
| +0.8% | +$9.34M | 0.32% | 63 |
|
|
2019
Q2 | $1.02B | Buy |
10,863,480
+1,790,537
| +20% | +$167M | 0.29% | 70 |
|
|
2019
Q1 | $863M | Buy |
9,072,943
+670,509
| +8% | +$63.8M | 0.26% | 82 |
|
|
2018
Q4 | $724M | Sell |
8,402,434
-65,967
| -0.8% | -$5.68M | 0.24% | 87 |
|
|
2018
Q3 | $955M | Buy |
8,468,401
+44,493
| +0.5% | +$5.02M | 0.27% | 76 |
|
|
2018
Q2 | $946M | Sell |
8,423,908
-38,823
| -0.5% | -$4.36M | 0.28% | 72 |
|
|
2018
Q1 | $812M | Buy |
8,462,731
+99,323
| +1% | +$9.53M | 0.24% | 86 |
|
|
2017
Q4 | $846M | Sell |
8,363,408
-18,304
| -0.2% | -$1.85M | 0.24% | 82 |
|
|
2017
Q3 | $768M | Sell |
8,381,712
-40,327
| -0.5% | -$3.69M | 0.24% | 87 |
|
|
2017
Q2 | $696M | Buy |
8,422,039
+71,098
| +0.9% | +$5.88M | 0.22% | 91 |
|
|
2017
Q1 | $662M | Buy |
8,350,941
+82,652
| +1% | +$6.55M | 0.22% | 100 |
|
|
2016
Q4 | $714M | Buy |
8,268,289
+373,208
| +5% | +$32.2M | 0.25% | 91 |
|
|
2016
Q3 | $636M | Sell |
7,895,081
-747,647
| -9% | -$60.2M | 0.23% | 90 |
|
|
2016
Q2 | $686M | Buy |
8,642,728
+375,670
| +5% | +$29.8M | 0.27% | 78 |
|
|
2016
Q1 | $716M | Buy |
8,267,058
+221,516
| +3% | +$19.2M | 0.29% | 69 |
|
|
2015
Q4 | $658M | Buy |
8,045,542
+72,590
| +0.9% | +$5.94M | 0.26% | 80 |
|
|
2015
Q3 | $613M | Buy |
7,972,952
+107,404
| +1% | +$8.25M | 0.26% | 79 |
|
|
2015
Q2 | $634M | Buy |
7,865,548
+320,480
| +4% | +$25.8M | 0.24% | 87 |
|
|
2015
Q1 | $593M | Buy |
7,545,068
+1,477,725
| +24% | +$116M | 0.23% | 98 |
|
|
2014
Q4 | $435M | Sell |
6,067,343
-188,150
| -3% | -$13.5M | 0.17% | 146 |
|
|
2014
Q3 | $509M | Sell |
6,255,493
-164,393
| -3% | -$13.4M | 0.21% | 108 |
|
|
2014
Q2 | $516M | Sell |
6,419,886
-57,083
| -0.9% | -$4.59M | 0.21% | 103 |
|
|
2014
Q1 | $499M | Buy |
6,476,969
+174,100
| +3% | +$13.4M | 0.21% | 109 |
|
|
2013
Q4 | $486M | Buy |
6,302,869
+61,903
| +1% | +$4.77M | 0.21% | 109 |
|
|
2013
Q3 | $361M | Buy |
6,240,966
+392,146
| +7% | +$22.7M | 0.17% | 152 |
|
|
2013
Q2 | $345M | Buy |
+5,848,820
| New | +$345M | 0.18% | 141 |
|