ACG Wealth’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $123K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $273K | Sell |
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|
2019
Q3 | $268K | Buy |
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|
2019
Q2 | $216K | Sell |
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|
2019
Q1 | $229K | Sell |
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|
2018
Q4 | $242K | Buy |
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|
2018
Q3 | $287K | Sell |
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|
2018
Q2 | $295K | Buy |
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|
2018
Q1 | $217K | Sell |
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|
2017
Q4 | $251K | Sell |
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|
2017
Q3 | $231K | Sell |
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|
2017
Q2 | $245K | Sell |
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|
2017
Q1 | $321K | Buy |
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|
2016
Q4 | $309K | Sell |
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|
2016
Q3 | $308K | Buy |
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|
2016
Q2 | $292K | Buy |
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|
2016
Q1 | $306K | Buy |
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|
2015
Q4 | $234K | Sell |
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|
2015
Q3 | $232K | Sell |
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|
2015
Q2 | $251K | Buy |
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|
2015
Q1 | $237K | Buy |
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