Altium 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $405K | Buy |
|
|||||
|
2022
Q1 | $425K | Sell |
|
|||||
|
2021
Q4 | $377K | Sell |
|
|||||
|
2021
Q3 | $424K | Hold |
|
|||||
|
2021
Q2 | $519K | Sell |
|
|||||
|
2021
Q1 | $519K | Sell |
|
|||||
|
2020
Q4 | $454K | Buy |
|
|||||
|
2020
Q3 | $310K | Sell |
|
|||||
|
2020
Q2 | $462K | Sell |
|
|||||
|
2020
Q1 | $388K | Buy |
|
|||||
|
2019
Q4 | $803K | Sell |
|
|||||
|
2019
Q3 | $757K | Buy |
|
|||||
|
2019
Q2 | $643K | Buy |
|
|||||
|
2019
Q1 | $575K | Buy |
|
|||||
|
2018
Q4 | $498K | Buy |
|
|||||
|
2018
Q3 | $513K | Buy |
|
|||||
|
2018
Q2 | $499K | Buy |
|
|||||
|
2018
Q1 | $302K | Buy |
|
|||||
|
2017
Q4 | $266K | Buy |
|