Advisor OS’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
Q2 | $563K | Buy |
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|
2025
Q1 | $478K | Sell |
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|
2024
Q4 | $451K | Sell |
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|
2024
Q3 | $538K | Buy |
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|
2024
Q2 | $558K | Buy |
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|
2024
Q1 | $636K | Buy |
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|
2023
Q4 | $425K | Buy |
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|
2023
Q3 | $370K | Sell |
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|
2023
Q2 | $874K | Sell |
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|
2023
Q1 | $1.4M | Sell |
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|
2022
Q4 | $1.44M | Buy |
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|
2022
Q3 | $568K | Sell |
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|
2022
Q2 | $638K | Buy |
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