Abound Wealth Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.87K | Hold |
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|
2025
Q2 | $7.78K | Hold |
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|
2025
Q1 | $8.05K | Sell |
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|
2024
Q4 | $9.19K | Sell |
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|
2024
Q3 | $13.8K | Buy |
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|
2024
Q2 | $12.8K | Sell |
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|
2024
Q1 | $15.6K | Buy |
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|
2023
Q4 | $12.3K | Sell |
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|
2023
Q3 | $12.1K | Buy |
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|
2023
Q2 | $6.41K | Buy |
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|
2023
Q1 | $5.9K | Hold |
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|
2022
Q4 | $6.06K | Buy |
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|
2022
Q3 | $3.41K | Buy |
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