WP Advisors’s Phillips 66 PSX Stock Holding History

WP Advisors’s Portfolio PSX Stock Details PSX Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$533K	Buy	4,470 +147	+3%	+$17.5K	0.15%	72
2025 Q1	$534K	Buy	4,323 +41	+1%	+$5.06K	0.18%	68
2024 Q4	$488K	Buy	4,282 +537	+14%	+$61.2K	0.16%	71
2024 Q3	$492K	Sell	3,745 -399	-10%	-$52.4K	0.18%	70
2024 Q2	$585K	Buy	4,144 +33	+0.8%	+$4.66K	0.19%	71
2024 Q1	$671K	Sell	4,111 -276	-6%	-$45.1K	0.22%	69
2023 Q4	$584K	Buy	4,387 +35	+0.8%	+$4.66K	0.22%	69
2023 Q3	$523K	Buy	4,352 +39	+0.9%	+$4.69K	0.22%	67
2023 Q2	$411K	Buy	4,313 +47	+1%	+$4.48K	0.16%	73
2023 Q1	$433K	Sell	4,266 -211	-5%	-$21.4K	0.18%	74
2022 Q4	$466K	Buy	4,477 +94	+2%	+$9.78K	0.21%	70
2022 Q3	$354K	Buy	4,383 +47	+1%	+$3.8K	0.16%	81
2022 Q2	$356K	Sell	4,336 -157	-3%	-$12.9K	0.15%	84
2022 Q1	$388K	Sell	4,493 -234	-5%	-$20.2K	0.16%	82
2021 Q4	$343K	Buy	4,727 +60	+1%	+$4.35K	0.14%	85
2021 Q3	$327K	Buy	4,667 +59	+1%	+$4.13K	0.13%	83
2021 Q2	$395K	Buy	4,608 +47	+1%	+$4.03K	0.16%	78
2021 Q1	$372K	Buy	4,561 +48	+1%	+$3.92K	0.16%	73
2020 Q4	$316K	Sell	4,513 -33	-0.7%	-$2.31K	0.15%	74
2020 Q3	$236K	Sell	4,546 -92	-2%	-$4.78K	0.14%	75
2020 Q2	$333K	Buy	+4,638	New	+$333K	0.23%	48
2020 Q1	–	Sell	-2,458	Closed	-$274K	–	60
2019 Q4	$274K	Buy	2,458 +19	+0.8%	+$2.12K	0.28%	48
2019 Q3	$250K	Sell	2,439 -103	-4%	-$10.6K	0.29%	49
2019 Q2	$238K	Sell	2,542 -89	-3%	-$8.33K	0.27%	54
2019 Q1	$2.5K	Sell	2,631 -300	-10%	-$286	0.27%	49
2018 Q4	$253K	Buy	2,931 +25	+0.9%	+$2.16K	0.25%	48
2018 Q3	$328K	Buy	2,906 +19	+0.7%	+$2.15K	0.31%	39
2018 Q2	$324K	Buy	2,887 +19	+0.7%	+$2.13K	0.31%	39
2018 Q1	$275K	Sell	2,868 -58	-2%	-$5.56K	0.3%	44
2017 Q4	$296K	Buy	2,926 +20	+0.7%	+$2.02K	0.29%	44
2017 Q3	$266K	Sell	2,906 -296	-9%	-$27.1K	0.2%	54
2017 Q2	$265K	Sell	3,202 -327	-9%	-$27.1K	0.19%	55
2017 Q1	$280K	Buy	3,529 +342	+11%	+$27.1K	0.18%	55
2016 Q4	$275K	Buy	+3,187	New	+$275K	0.19%	50