YHB Investment Advisors’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 | $1.61M | Buy |
13,472
+307
| +2% | +$36.6K | 0.12% | 132 |
|
|
2025
Q1 | $1.63M | Buy |
13,165
+273
| +2% | +$33.7K | 0.14% | 133 |
|
|
2024
Q4 | $1.47M | Sell |
12,892
-272
| -2% | -$31K | 0.12% | 135 |
|
|
2024
Q3 | $1.73M | Sell |
13,164
-486
| -4% | -$63.9K | 0.14% | 130 |
|
|
2024
Q2 | $1.93M | Buy |
13,650
+351
| +3% | +$49.6K | 0.17% | 122 |
|
|
2024
Q1 | $2.17M | Buy |
13,299
+485
| +4% | +$79.2K | 0.19% | 109 |
|
|
2023
Q4 | $1.71M | Buy |
12,814
+91
| +0.7% | +$12.1K | 0.17% | 121 |
|
|
2023
Q3 | $1.53M | Sell |
12,723
-268
| -2% | -$32.2K | 0.14% | 130 |
|
|
2023
Q2 | $1.24M | Buy |
12,991
+265
| +2% | +$25.3K | 0.12% | 142 |
|
|
2023
Q1 | $1.29M | Buy |
12,726
+18
| +0.1% | +$1.83K | 0.13% | 136 |
|
|
2022
Q4 | $1.32M | Buy |
12,708
+49
| +0.4% | +$5.1K | 0.14% | 129 |
|
|
2022
Q3 | $1.02M | Buy |
12,659
+845
| +7% | +$68.2K | 0.11% | 140 |
|
|
2022
Q2 | $969K | Buy |
11,814
+1,470
| +14% | +$121K | 0.1% | 151 |
|
|
2022
Q1 | $894K | Sell |
10,344
-152
| -1% | -$13.1K | 0.08% | 164 |
|
|
2021
Q4 | $761K | Buy |
10,496
+559
| +6% | +$40.5K | 0.06% | 180 |
|
|
2021
Q3 | $696K | Buy |
9,937
+783
| +9% | +$54.8K | 0.06% | 183 |
|
|
2021
Q2 | $786K | Buy |
9,154
+540
| +6% | +$46.4K | 0.07% | 183 |
|
|
2021
Q1 | $678K | Sell |
8,614
-590
| -6% | -$46.4K | 0.06% | 185 |
|
|
2020
Q4 | $644K | Sell |
9,204
-65
| -0.7% | -$4.55K | 0.06% | 181 |
|
|
2020
Q3 | $481K | Sell |
9,269
-670
| -7% | -$34.8K | 0.05% | 191 |
|
|
2020
Q2 | $715K | Buy |
9,939
+3,825
| +63% | +$275K | 0.1% | 119 |
|
|
2020
Q1 | $328K | Sell |
6,114
-580
| -9% | -$31.1K | 0.06% | 137 |
|
|
2019
Q4 | $746K | Buy |
6,694
+290
| +5% | +$32.3K | 0.11% | 120 |
|
|
2019
Q3 | $656K | Buy |
6,404
+200
| +3% | +$20.5K | 0.1% | 127 |
|
|
2019
Q2 | $580K | Buy |
6,204
+95
| +2% | +$8.88K | 0.09% | 130 |
|
|
2019
Q1 | $581K | Buy |
6,109
+1,315
| +27% | +$125K | 0.09% | 134 |
|
|
2018
Q4 | $413K | Buy |
4,794
+1,120
| +30% | +$96.5K | 0.07% | 134 |
|
|
2018
Q3 | $414K | Buy |
3,674
+935
| +34% | +$105K | 0.06% | 143 |
|
|
2018
Q2 | $308K | Buy |
+2,739
| New | +$308K | 0.05% | 157 |
|